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Tax-Estate Planning

A Charitable Gift May Solve Your Problem

Making complicated and extraordinarily beneficial giving arrangements simple is what the Community Foundation does. Accepting unique and complex assets and offering our donors expert philanthropic advising is what sets the Community Foundation apart. Customized charitable gift planning, that benefits you, your heirs, and your community is a cornerstone service of the Community Foundation of Northern Nevada

Chris Askin, President/CEO

Contact Chris Askin, President / CEO

Email or call Chris at 775-333-5499 to talk about the benefits of a customized charitable gift planning.

IRA Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

 

Beneficiary Designation Gifts

You want to make a big gift to charity but need to hold on to your current assets now.

A beneficiary designation gift is a simple and affordable way to make a gift to support Community Foundation Western Nevada. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. You want to count on a secure income stream, take a tax deduction, and do some good while you are at it. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Remainder Unitrust

Are you concerned about the high cost of capital gains tax with the sale of an appreciated asset? Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Annuity Trust

You may be looking for a way to receive a fixed income for life or a number of years. Are you concerned about the high cost of capital gains tax with the sale of an appreciated asset? Perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

Charitable Lead Trust (For Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Sale and Unitrust

Are your appreciated assets, such as stock, bonds, or real estate, producing little or no income?

If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution to avoid capital gains tax.

Bargain Sale

Do you have property that you would like to sell? Are you looking for a strategy to reduce your income taxes? A bargain sale might be the right strategy for you.

Give it Twice Trust

You may be looking for a way to provide your children with income while making a gift to Community Foundation Western Nevada. The "give it twice" trust is a popular option that allows you to transfer your IRA or other asset at death to fund a term of years charitable remainder unitrust. We call this kind of unitrust a give it twice trust because you can use the trust to pay income first to your family for a number of years and then distribute the balance of the trust to charity.

Life Estate Reserved

You may desire to leave your home or farm to Community Foundation Western Nevada at your death but would also like to receive a current charitable income tax deduction. A life estate reserved might offer the solution you need!

“We were impressed by how easy it was to donate real estate. We are committed to raising our sons with a positive example of the need for and the power of philanthropy. The kids will be involved in our donor advised fund grant decisions.”

- Jeff and Allison Gorelick