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.