Planned Giving
Gifts That Protect Your Assets
Highly appreciated property? Reduce your tax burden, create a legacy.
Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?
We have several options that help you meet your personal goals, save on taxes, and make a gift to Indian River State College Foundation at the same time.
Charitable Bargain Sale
A gift that provides cash to meet your obligations, or an income stream for retirement.
Retained Life Estate
Your home is your biggest asset. You can even use it to make a gift and still live there.
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Create a Lasting Legacy
Philanthropic planning is a powerful mechanism for meeting personal estate planning objectives while making a meaningful impact on the College’s initiatives and mission. At Indian River State College, we welcome the opportunity to work with estate planners to ensure that your clients find the charitable arrangements that best meet their needs.
Estate-planning options can achieve significant tax benefits while furthering a client’s philanthropic goals:
- Gifts through a will or trust
- Charitable trusts and gift annuities
- Donation of stocks and mutual funds
If your client has already included or intends to include Indian River State College in their will or estate plan, or if you would like someone from IRSC Institutional Advancement to contact you to discuss how to support IRSC as part of their estate planning strategy, please contact us.
