Ways to Give
You can contribute to The Campaign for Excellence through gifts of:
For more information, contact Tricia Mire at 941-351-9010, ext. 4700 or tricia_mire@asolo.org
|
Your gift |
Your goal |
How to make the gift |
Your benefits |
| Outright gift of cash | Make a quick and easy gift | Simply write the check or make a cash donation now |
- Immediate income tax deduction - Possible estate tax savings |
| Outright gift of securities | Avoid tax and capital gains | Contribute long term appreciated stock or other securities |
- Immediate charitable deduction - Avoidance of capital tax gains |
| Outright gift of personal property | Share your enjoyment of a collection or other personal item | Donate tangible personal property related to our exempt function | Charitable deduction based on full fair market value |
| Donor Advised fund | Find an easy, flexible way to make your contribution as effective as possible. | Contact a Community Foundation and establish a donor-advised fund, in as little as one hour! |
- Provide ongoing support to Asolo Rep - Gain important tax benefits - Professional money management |
| Bequest | Defer a gift until after your lifetime | Name us in your will (designate a specific amount, a percentage or a share of the residual) | Donation is exempt from federal estate tax |
| Gift Annuity | Supplement income with a guaranteed fixed amount that is partially tax free | Enter a charitable gift annuity contract with us that pays you a set income annually |
Current and future savings on income taxes Stable income for life |
| Charitable Remainder Annuity Trust | Secure a fixed and often increased income | Create a charitable trust or a charitable gift annuity that pays you a set income annually |
- Immediate income tax deduction - Fixed income for life, often at a higher rate of return |
| Charitable Lead Trust | Reduce gift and estate taxes on assets you pass to children or grandchildren | Create a charitable trust that pays fixed or variable income to use for a specific term of years; principal is retained for heirs |
- Reduces your taxable estate - Your family keeps the property, often with reduced gift taxes |
| Revocable Living Trust | Make a revocable gift during your lifetime | Name us the beneficiary of assets in a living trust | You maintain control of the trust for your lifetime |
| Gift of Life Insurance | Make a large gift with little cost to yourself | Contribute a life insurance policy you no longer need and/or name us as beneficiary |
- Current income tax deduction - Possible future deductions through gifts to pay policy premiums |
| Gift of Retirement Assets | Avoid the twofold taxation on IRAs or other employee benefit plans | Name us as the beneficiary of the remainder of the assets after your lifetime | Allows less costly assets for your heirs |
| Gift of Real Estate | Avoid capital gains tax on the sale of a home or other real estate | Donate the property to us or sell it to us at a bargain rate |
- Immediate income tax deduction - Reduction or elimination of capital gains tax |
| Retained Life Estate | Give your personal residence now but continue to live there | Designate ownership of your home to us, but retain occupancy |
- Valuable charitable income tax reduction - Lifetime use of residence |