There are a variety of assets to choose from to fund a planned gift. Explore some of the options below to decide which planned gift is right for you.
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 Centra Health Foundation.
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 Centra's future.
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.
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages and make a significant charitable gift to Centra Health Foundation.
A gift of artwork, coins, antiques or other personal property can be an excellent way to support Centra.
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come.