Year-End Giving

Have you considered the benefits available to you when you make a gift to The Vital Ground Foundation? You may wish to consider the following before year-end:

 

Charitable Deduction
If your obligations for tax year 2011 concern you, the tax savings from a charitable deduction will reduce the amount you will pay. Giving cash is the simplest way for you to give and it is often the most helpful from Vital Ground’s point of view.

Gifts of Net Worth
Charitable deduction tax savings are also available when you make gifts of property such as stocks, bonds, mutual funds, real estate, insurance policies and tangible personal property. Each of these donations will provide a tax deduction this year, if the gift is completed before December 31st.

Avoidance of Capital Gains Tax
Some of your assets may have substantially appreciated in value. If you sold them, you would pay a tax on the difference between your cost basis and what it is worth today. If you contribute the property rather than sell it, you can receive a charitable deduction for the full value of the property, and avoid the tax on the gain.

Income Tax Deduction This Year for Gifts Made in Future Years
You can also create an income tax deduction, which will provide meaningful tax savings for the 2011 tax year, by simply committing today that certain properties will be distributed to Vital Ground at your death. This can be accomplished with a specially designed trust.

IRA Charitable Rollovers
People 70½ and older can take advantage of this opportunity to transfer up to $100,000 tax-free from their IRA accounts to qualified charities like The Vital Ground Foundation before December 31, 2011. 

Charitable Gift Annuities
Many investors have fixed-income investments that are producing income at rates lower than current market levels. A charitable gift annuity offers a guaranteed annual income at an attractive rate and an immediate tax deduction. Rates payable on charitable gift annuities will likely be going down after December 31, 2011.

 

THE VERY EMBODIMENT OF “WIN-WIN”

Each of the above giving options can offer substantial personal benefit to you—and at the same time help Vital Ground accomplish its mission to protect and restore North America's grizzly bear populations by conserving wildlife habitat.

 

MAY WE HELP?

We want to help you with your year-end planning.

If we can provide personal assistance to you in any of these areas, please contact Mark Brennan, Director of Development, at 406-549-8650 or mbrennan@vitalground.org