In addition to supporting the mission of HDF, a planned gift can provide to you substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings and the probate expense savings can come close to the amount transferred. The benefits include:
Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, as well as the needs of HDF. A planned gift makes it possible for you, your loved ones, and HDF to all benefit.
We want to be sure that we can fulfill your wishes. If you have any questions, please contact:
Director of Development
Human Development Foundation