Assets for Donation

The type of asset determines the benefit and tax advantage to the donor as well as the meaningful support for Capital. Charitable gifts are most commonly made in the form of cash and cash equivalents. However, donors are discovering that gifts of assets can include stocks, bonds, real estate, and personal property can not only provide with charitable deductions, but often offer additional tax savings as well.

 

Look below to learn more about the assets most commonly used to fund a gift.

Gifts made today

Cash

A simple and easy way for you to give: cash, check or credit card

Appreciated Securities

Publicly traded stocks or government issued bonds held for longer than one year

Oil and Gas Interests

Mineral interests in property developed for mineral extraction

Real Estate

Any type of real estate: undeveloped land, farms, commercial buildings, vacation homes, or your residence

Closely Held Stock

Interests in partnerships, closely-held companies, S Corporations, and similar business enterprises

Life Insurance Policy

Name Capital University as the primary beneficiary or assign ownership of your paid policy to Capital

Tangible Personal Property

Property may be sold by Capital or retained if it has an IRS defined "related use"

Gifts to create a legacy

Retirement Plan Assets

 IRAs, 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans

Savings Bonds

Left to Capital through your will or left upon your death to a charitable remainder trust

Life Insurance Death Benefits

Put the full value of your policy to use and avoiding estate taxes

Cash

A simple and easy way for you to give: cash, check or credit card

Appreciated Securities

Publicly traded stocks or government issued bonds held for longer than one year

Oil and Gas Interests

Royalty interests or interest in the entities receiving the income stream

Real Estate

Any type of real estate: undeveloped land, farms, commercial buildings, vacation homes, or your residence

Closely Held Stock

Interests in partnerships, closely-held companies, S Corporations, and similar business enterprises

Tangible Personal Property

Property may be sold by Capital or retained if it has an IRS defined "related use"

 

Capital University is a private four-year undergraduate institution and graduate school located in the Columbus, Ohio, neighborhood of Bexley. Copyright © 2016 Capital University