Stocks & Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Borgess Foundation.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Borgess Foundation's future.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Borgess Foundation.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Borgess Foundation.
Donor-Advised Fund
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.
The information on this website is not intended as legal or tax advice. Please consult an attorney or tax advisor before making any planned gift.