There are many giving strategies. The Cape Cod Foundation team can help you explore options that meet your financial and charitable goals.  We also encourage you to include family members in your creating your Strategic Philanthropic Plan and seek the advice of trusted financial advisors and estate planners to provide clarity, demystify the process, and tailor strategies that give you financial security and meet familial obligations.

Bargain Sale

You allow a nonprofit organization to purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

IRA Rollover

Congress has enacted a permanent IRA charitable rollover, allowing you to make an IRA rollover gift this year and in future years.

Charitable Annuity Trust

A charitable remainder trust is a gain deferral technique.  It allows you to transfer cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Life Estate Reserved

You give your property to a nonprofit organization but retain the right to use the property during your lifetime. You receive a partial income tax deduction and reduced estate taxes.

Bequest

You designate a nonprofit organization(s) as the beneficiary of your asset by will, trust, or beneficiary designation form.

Beneficiary Gifts

You can designate a nonprofit organization(s) as beneficiary of your life insurance or of a retirement, investment, or bank account.

Charitable Remainder Trust

A charitable remainder unitrust allows you to transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.