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 Advisory services offered through Investment Fiduciary Planners, LLC 720 S Colorado Blvd Denver Co 80246.*Please seek advice from your CPA or attorney for tax or legal matters.

 

Charitable Giving

 

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy. Giving Can come in many forms & vehicles, below is just a sampling of strategies.

 

  •   Ordinary Income Property

    •       Donate inventory, copyrights, annuity payments, depreciated or amortized property, partnership                   interests or short term capital gains property.

  •   Long Term Capital Gains Property

    •       Donate real estate, securities, business interests or capital assets held longer than one year.

  •   Bequest Gift

    •       Cash or property at donor’s death.

  •   Wealth Replacement Trust

    •      Use life insurance to replace value of property gifted to charity.

  •   Charity as Beneficiary

    •      Named in donor’s life insurance policy.

  •   New Policy Gift

    •      Issued to charity as owner.

  •   Existing Policy Gift

    •      Transfer policy to charity.

  •   “Bargain Sales”

    •     Sell property to charity at less than fair market value (FMV); excess of FMV over sale amount is gift.

  •   Contribute Property Subject to Debt

    •      Donate a mortgaged property.

  •   Charitable Remainder Trust (CRT)

    •      An irrevocable trust providing current income payments to a non-charitable beneficiary followed by                payment of remainder interest to a charity.

      •    Charitable Remainder Annuity Trust (CRAT) – Income interest is fixed annuity.

      •    Charitable Remainder Unitrust (CRUT) – Income interest is a fixed percentage of trust value.

  •   Charitable Lead Trust (CLT)

    •      An irrevocable trust providing current income payments to a charity followed by payment of the                    remainder interest to a non-charitable beneficiary.

  •   Pooled Income Fund

    •      Donor gives to a charity-maintained fund retaining the income interest amount earned by the fund.

  •   Donor Advised Fund

    •      Donor gives to a donor community-maintained fund .

  •   Charitable Gift Annuities

    •      Donor gives cash or property and receives life annuity from charity.

  •   Remainder Interest in Personal Residences & Farms

    •      Donor gifts remainder interest to charity but retains lifetime use.

  •   Qualified Conservation Contribution

    •      Donor gives qualified real property interest solely for conservation use