Life Insurance – can be used as a charitable asset, making clients eligible for a charitable tax deduction based on the current value of a paid-up policy.
Retirement Fund Plan – can be used to support clients’ charitable interests while achieving significant tax advantages for their heirs.
Real Estate – entitles clients to the same federal tax advantages as gifts of securities (for the fair market value of the property), eliminating capital gains tax.
Pooled Income Fund – operates like a mutual fund and gives clients the tax benefits of a charitable trust with minimized investment risk and overhead costs.