Thursday, April 24, 2014

Fund Donations

A donor can use any asset to build a dream:

  • Securities - stocks, bonds
  • Real Estate - buildings, land, commercial property
  • Bequests - the executor directs the donation
  • Cash - outright contribution of cash
  • Life Insurance
  • Remainder Interest
  • Interest in private companies - "S Corp." stock
  • IRA's, retirement accounts
  • Future interest in real estate; i.e., depreciation of real estate assets
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