Year End Giving Strategies Cultivate High Impact Generosity

Legacy Gifts Might Cost You Less Than You Think:

Transfer of Appreciated Assets – A gift of securities, business interests or real estate can provide you with significant income and capital gains tax savings.

Appreciated Stock – FPU receives the present value of the stock, while you pay no capital gains tax and receive an income tax deduction.

IRA Charitable Rollover – Pay no income tax on the immediate transfer. You may fund a Charitable Gift Annuity or Trust from your IRA (once in a lifetime).

Your Estate – Let us help you write or update your estate plan. Experience the many benefits of planning and create a powerful gift to benefit students.

Real Estate – You can donate property outright for tax savings or create a life estate that gives you a tax deduction today while you retain the right to live in it for life.

Charitable Gift Annuity – Create income and possible capital gains benefits, while receiving fixed payments for life.

Charitable Remainder Unitrust – You choose who and what the trust pays, and how long it will last, while leaving a legacy for Christian higher education.

The Fresno Pacific University Foundation can help you use tax breaks and maximize retirement income while leaving a blessing to Christian higher education.