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.

The Benefits

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 tax cost of passing appreciating assets on to your children.

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.

We can show you creative ways to use those assets to benefit Covenant Hospice, while at the same time preserving the benefits of those assets for yourself and your family.

Gifts That Protect Your Assets

The Benefits

Popular Giving Arrangements

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