GIFTS OF STOCK – Giving stocks that have appreciated allows you to save by avoiding capital gains taxes on the increase in value of your stocks and also allows you to receive a tax deduction for the full market value of any stocks donated.

GIFTS OF REAL ESTATE – If property is given outright and it has increased in value since you purchased it, you can avoid significant capital gains tax and realize a charitable deduction for the full market value of the real estate.

GIFTS OF LIFE INSURANCE – If you have a life insurance policy that is no longer needed, you can donate it to Hope Village. With Hope named as the beneficiary of the policy, you could receive a charitable deduction. If the policy has cash value you may take a deduction approximately equal to the cash value of the policy. If you continue to make premium payments after the policy has been donated, those premium payments are tax deductible each year.

LIFE INCOME GIFTS – You may transfer assets (cash, stocks, or other property) to Hope Village and still receive income from those gifts. Such gifts are often made through a “unitrust” or "annuity trust” arrangement.

CHARITABLE REMAINDER TRUST – This powerful, flexible estate planning tool allows charitably– inclined individuals to achieve their financial and charitable objectives, including avoiding capital gains tax on the sale of appreciated assets, receiving current income tax deductions, reducing or eliminating estate taxes, increasing current income and the value of assets passed on to heirs, and establishing a charitable legacy.


For more information about these or other ways to give, please contact:
Terri Province
Email: tprovince@hopevillagems.org
Phone: 601.553.8660 ext. 105