Because you care.
You care about your community, your neighbors and those in need. While tax and estate planning advantages can be significant, our experience tells us that the satisfaction of giving back or connecting with community is the driving force behind philanthropy. We can assist you in achieving your charitable dreams and ensure they are carried out in perpetuity.
In terms of tax benefits, here are a number of life events that might cause you to consider ACT for Alexandria:
Year-end tax planning
Just earned a large bonus, but no time to decide on the most deserving charities? Establish a Donor Advised Fund for an immediate tax deduction and stay involved in your gift for years to come.
Simple alternative to private foundations
The ongiong management of private foundations can be frustrating, but there are better, simpler ways to give. Establish a Donor Advised Fund and stay personally involved with the distribution of gift dollars. Use ACT’s grant expertise and community knowledge to make a greater impact.
Passionate about meeting a specific community need and want to make a meaningful gift? ACT uses expertise in local needs to recommend ways to make the greatest impact.
Sale of a business
Own highly appreciated stock in a company that is about to be acquired? Structure a charitable gift of stock before the company is sold to reduce capital gains and increase charitable deductions. Establish a Donor Advised Fund so a once-in-a-lifetime event can help you do good, forever.
Closely held stock
Personal net worth tied up in a closely held company, but still want to give back? Donate a portion of company stock to the community foundation and the company may buy it back for fair market value. If you establish a Donor Advised Fund or planned gift, you are eligible for a tax deduction at the fair market value of appreciated stock (less any planned gift value).
Preserving an estate
Estate planning identifies significant taxes going to the IRS. To keep tax dollars local, reduce taxable estate through a charitable bequest or other planned gifts. Create a personal legacy in community that stays true to your charitable intent forever.
There is so much more we’d like you to know
For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact ACT for Alexandria.