More Ways to Give

philanthropically-minded investors are appreciated.

Donation Vehicles for the philanthropically-minded investor: Securities, Donor-Advised Funds, Charitable Remainder Trusts

Donate Securities

Donating long-term appreciated securities (stock, bonds and mutual funds) held for more than one-year can be a very effective and tax-efficient way to support The Gatehouse.

Benefits:

    1. Potentially eliminate capital gains tax and receive income tax deduction at full fair market value of sell
    2. Recognize full fair market tax deduction upon sale of assets.
    3. Deductions may be recognized for up to 5 years after the donation

Email inf@gatehousegrapevine.com for question regarding your donation

Donor Advised Funds

Donor-Advised Fund (DAF) is a charitable giving vehicle that allows donors to contribute cash or appreciated investments held for more than one year, receive a current year tax deduction, and avoid paying capital gains tax on the sale of assets contributed.

Benefits:

    1. The donor-advised fund usually handles all administration including tax filings
    2. Flexibility to donate illiquid assets and advise on the timing and rate at which the donated securities are liquidated
    3. Individuals donors may be able to claim a charitable contribution deduction on U.S. federal and state income returns (depending on state) for the value of the gift.
    4. Gifts exceeding your deduction limit may be carried forward for up to 5 years.
    5. Grants can be made anonymously and can be automatically distributed on a recurring basis

Charitable Remainder Trust

A Charitable Remainder Trust (CRT) is a gift of cash or other property to an irrevocable trust. The donor receives an income stream from the trust for a term of years or for life and the named charity receives the remaining trust assets at the end of the trust term. The donor receives an immediate income tax charitable deduction when the CRT is funded based on the present value of the assets that will eventually go to The Gatehouse.

Benefits

    1. CRTs can be structured to defer the payment stream and provide an effective current or future income stream while benefitting a charity of your choice
    2. CRTs are irrevocable, so assets contributed to a CRT may be removed from your estate for estate tax purposes
    3. Allow donor to freely change the benefitting charity at no additional cost
    4. Individuals donors may be able to claim a charitable contribution deduction on U.S. federal and state income returns (depending on state) for the value of the gift.
    5. Gifts exceeding your deduction limit may be carried forward for up to 5 years.
    6. Capital gains tax is deferred until the time it is distributed to the income beneficiary.

Private Foundation

A Private Foundation is a charitable organization usually founded by an individual or family with an initial gift and managed by its own trustees and directors who support charitable, educational, religious or other activities that serve the public good through making grants.

Benefits

    1. Retain control and disposition of all assets
    2. Grants are not limited to IRS-qualified charitable organizations
    3. Can grant to a donor advised fund

If your foundation would like to present The Gatehouse to your trustees, please contact us at info@gatehousegrapevine.com

Disclaimer: The Gatehouse does not provide financial or tax advice. The information herein is general in nature and should not be considered financial, legal or tax advice. Consult your financial advisor or tax professional regarding your specific situation.