Bypass Capital Gains Taxes
Stocks and Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting University of La Verne.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to University of La Verne.
Charitable Remainder Trust
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to University of La Verne. The charitable remainder unitrust is highly flexible.
Reduce Taxes from Retirement Account (IRA)
Naming Us in Your Assets
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to University of La Verne.
Large Income Tax Deduction and Money Back
Charitable Lead Trust
Make a substantial gift to University of La Verne in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.