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Planning Your Gift
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Planned Gift Solutions
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Save Capital Gains Tax
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| Concern: |
The stock market is volatile, and I have a great deal of appreciated stock. I would like to sell some stock, but the sale would result in significant capital gains tax. |
| Solution: |
Contribute some appreciated stock to Hamilton. Sell some stock in your account. |
| Benefit: |
Avoid capital gains tax on the contributed securities. The income tax charitable contribution deduction generated by the gift helps to offset the tax due on the recognized capital gain. |
Reinvest Appreciated Securities, Save Capital Gains Tax and Increase Income
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| Concern: |
The time has come for me to sell a highly appreciated asset such as stock, a business or real estate. |
| Solution: |
Contribute all or a portion of the asset to Hamilton in one of several specialized life payment gift options. |
| Benefit: |
Save capital gains and income taxes. Receive payments for life. Reduce management responsibilities. |
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Pass Assets to Heirs at Greatly Reduced Gift Tax Cost
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| Concern: |
Gift and estate taxes will significantly reduce what our children receive. |
| Solution: |
Establish a charitable lead trust during your lifetime or by will. A lead trust provides payments to Hamilton for a term of years after which the principal is transferred to heirs. |
| Benefit: |
Significant gift and estate tax savings as trust principal and all appreciation are transferred to heirs at greatly reduced gift and estate tax cost. The donor avoids income tax on the assets placed in trust. |
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