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Gift Planning
Gifts That Protect Your Assets
Increased income may not be your primary objective. Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change. 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 plans that help you keep control of your assets, or transfer them, at less cost to you and to make a gift at the same time.
Here are some of the benefits you can take advantage of:
- You can donate your home, continue to live in it, and get a tax deduction.
- You can contribute rental property, continue to draw rents, and get a tax deduction.
- You can receive a sum of cash in return for your gift, and apply the cash towards any financial need.
- You can greatly reduce the estate and capital-gain tax cost of passing appreciating assets on to your children.
We can show you creative ways to use those assets to benefit Roman Catholic Archdiocese of Boston, while at the same time preserving the benefits of those assets for yourself and your family.
Popular Giving Arrangements
Charitable Bargain Sale
Your lifestyle is changing. You want to make a gift to us, but you also need cash to meet your obligations, or an assured stream of income for retirement. Learn more about a Charitable Bargain Sale
Retained Life Estate
Your home is your biggest asset. How can you make a gift to us and still keep on living there? Learn more about a Retained Life Estate
Charitable Lead Trust
Your hard work has paid off and your business is growing. How can you preserve some of its value for your children? Learn more about a Charitable Lead Trust
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