Additional Gift Opportunities
In certain situations, it may make sense to explore additional giving opportunities. If you are looking to use assets to make gifts to Bentley over a period of time and then pass those assets to your heirs or give them back to yourself, if you wish to live in your home for the rest of your life and then give it to Bentley or if you have a valuable asset that you are willing to sell to Bentley for a reduced price, we invite you to explore your options. All of these creative ways to make gifts provide significant tax benefits.
Make Regular Annual Gifts and Pass Assets to Heirs: Charitable Lead Annuity Trust »
If you are interested in a way to provide substantial, reliable support to Bentley starting now and lasting for several years – and then pass assets back to yourself, to your family or to other heirs at reduced tax cost, you may find that a charitable lead annuity trust is a powerful, tax-smart way to accomplish your goals.
Make Variable Annual Gifts and Pass Assets to Heirs: Charitable Lead Unitrust »
If you are interested in a way to provide variable support to Bentley starting now and lasting for several years – and then pass assets back to yourself, to your family or to other heirs at reduced tax cost, you may find that a charitable lead unitrust is a powerful, tax-smart way to accomplish your goals.
Give Your Home and Continue to Live In It: Retained Life Estates »
Your home is likely one of your most valuable assets, and can help you make a greater gift than you might have thought possible. You can give your primary or vacation home to Bentley now, and continue to live in it for as long as you wish. In this type of gift arrangement, you would be eligible to take an immediate income tax charitable deduction, thereby saving significant income taxes, while retaining your living situation.
Combine a Gift and Sale of Real Estate: Bargain Sale »
If you have a valuable, highly-appreciated asset such as real estate, a gift arrangement that is part gift and part sale might be right for you. By selling the property to Bentley for less than it is worth, you can potentially gain three benefits: cash for the sale, eligibility to take an income tax charitable deduction and reduced capital gains tax.