Asset-Based Giving
Asset-Based Giving

 

Most people when considering a gift to ministry look at their cash on hand, estimate the future need for that cash and give a portion that is generous within those confines. But cash is usually the smallest portion of their wealth. Assets such as investment portfolios, real estate and business interest often add up to more than 75% of a person’s wealth. The obstacle to using these appreciated assets is that an outright sale of the asset is often a tax-heavy event most people want to avoid.

With a little planning in advance, the tax burden when liquidating appreciated assets can usually be reduced or eliminated if you include charitable giving as part of the plan. An effective asset-based giving plan can capture tax dollars you would pay on the sale of the asset and channel those dollars to ministry. Those gifts could be more than you ever thought possible, multiplying your impact for God’s kingdom.

To discuss asset-based giving please call our gift planning team at 800.528.1980 or email stewardship@samaritan.org.

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