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Smart Giving

Consider Non-Cash Giving

Give more, more wisely- By donating assets such as stocks, real estate, and business interests before the sale, you can reduce taxes and give more to charity.

You probably dream of giving significantly more to the charity, but often that seems out of reach. With non-cash giving, it’s very possible. You transfer part or all of your asset to the Estero Forever Foundation before the sale, thereby reducing or eliminating capital gains taxes, and then we liquidate the asset at the right time. 

You typically receive a tax deduction for the fair-market value of your gift. The capital gains taxes you save from giving directly means more goes to support charity. Because you receive the full tax deduction, you’ll see significant savings on your income tax returns.

You can donate stocks, bonds, mutual funds, real estate, personal property and ownership in closely held businesses such LPs, LLCs, or S-Corporations.

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