Jackie & Paul Deaton

Charitable Assets
Turn what you have into charitable good.

Outright Gift
The simplest way to make a big difference.
You can make a gift of cash, stocks, bonds, real estate, or other assets to your community foundation. Most charitable gifts qualify for maximum tax advantage under federal law.

Learn more about Gift of Real Estate
A charitable gift unearthed.
Making a charitable gift of real estate through your community foundation can help you turn your property gains into community good. The value of your real estate may exceed that of any other asset you own. With the help of your community foundation, you can use it to fulfill your charitable interests and receive financial and tax benefits.

Learn more about Gift of Life Insurance
Community as your beneficiary.
Life insurance provides a simple way for you to give a significant gift to charity, with tax benefits that you can enjoy during your lifetime.

Learn more about Gift of Appreciated Stock
Turning stock market gains into community investment.
Everybody wins when you make a gift of appreciated stock to your community foundation. Your gains are put to good use. Your gift of stock is reinvested in your community, and it qualifies for an immediate tax deduction based on the full market value.

Learn more about Gift of Individual Retirement Accounts (IRAs)
IRAs can qualify for tax-free charitable distributions.
Thanks to recently passed legislation, American seniors can make the gift of a lifetime by giving their IRAs to charity without federal tax penalty. So your retirement funds can go further than ever before.

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 us.