Making a gift used to be as simple as writing a check and it still can be, if that is appropriate for you. Fortunately, however, today's charitable donors can take advantage of several different strategies that can increase the benefits of their gifts for the Foundation and for themselves. Depending on your overall objectives, you may be interested in gifting techniques that offer greater tax advantages or to realize other benefits, such as:
- Providing continual income for yourself or heirs.
- Avoiding capital gains tax on appreciated securities.
- Receiving a current income tax deduction.
If you would like to find out more about making a gift to the BoatU.S. Foundation for Boating Safety and Clean Water, please e-mail your name, address and daytime phone to Pamela K. Misener, Financial Adviser, Wells Fargo Advisers, LLC, at email@example.com or call her directly at (866) 691-6236.
Thank you for your support!
*It is recommended that donors consult with their own tax or legal advisers prior to making a planned gift. BoatU.S. Foundation for Boating Safety and Clean Water is not engaged in rendering legal, investment or tax preparation services. If tax, legal, or investment advice is required, you should seek the services of an appropriate, competent professional. Also, the information presented on these pages is based on external sources that are reliable; however, the accuracy of the information is not guaranteed and could be subject to change, i.e., changes in the tax code.