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Tax Benefits

Gift to Your Fund

Tax Deductible up to 60% of Adjusted Gross Income for Cash & 30% for Other Assets.

(Stocks, Real Estate, etc.)

Market Value Tax Deduction

Gifts of Appreciated Securities & Private Equity Funds, Hedge Funds, Private REITS & Private Companies & Purchase Money Secured Notes at Market Value.

Eliminates Capital Gain

Reducing Estate Tax

Market Value of your Gift to your Fund Eliminates Capital Gain & Estate Tax

Carry Forward Unused Tax Deduction

Five Years on Unused Portion Exceeding 30% (60% for cash) of your Adjusted Gross Income.

Income Grows Tax Free

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