Gift Type

Many donors may not be aware that by making an in-kind gift they can receive a charitable tax deduction. But it's true: gifts of tangible or intangible personal property (other than cash or securities) are deductible under federal tax law.

Assets that commonly make good in-kind gifts include:

In Kind

In-kind gifts--that is, gifts of tangible personal property (TPP) other than cash or securities--should always be welcome and encouraged.

Retained Life Estate: Who, Why, When

WHO: The benefactors who are prime candidates for using an

Letting a CGA Get Lunch

Marianne is a widow in her early 80s. She and her husband Richard both grew up in Seattle, and were married for more than 50 years before Richard passed away. Marianne has no children, and has always assumed that she would divide her estate between her two favorite charities.

Charitable Remainder Annuity Trust: Policies and Procedures

Coming Soon.

Bequest: Policies and Procedures

Watch this place for draft bequest language and for draft gift agreement

Retained Life Estate: Policies and Procedures

From a policy perspective, there a number of considerations your organization needs to take when helping a donor finalize an

Charitable Remainder Unitrust: Policies and Procedures

(SAMPLE)

Policies

Charitable Gift Annuity: Policies and Procedures

It's very important to never promote gift annuities as investment vehicles or compare them to investment alternatives. The gift annuity is a gift that generates cash payments to a donor or others for life.

Strongly encourage benefactors to have the gift annuity transaction and related documents reviewed by their legal counsel.