How A Gift of Assets Could Have More Impact for Mines ASSETS
YOUR BENEFITS
campaign.mines.edu | 303.273.3275
HOW IT WORKS
Securities (Public, Closely-Held, Mutual Funds)
Avoid capital gains tax and income tax deduction
Transfer your securities to the foundation
Real Estate
Generate tax benefits and a deduction, bypass capital gains and remove burdens of ownership
Donate your property to the foundation
Retirement Accounts
Avoid double taxation and get estate tax advantages. This gift is revocable.
Designate the foundation as beneficiary of your retirement account
Donor Advised Funds
No administration fee, higher deduction
Recommend gift to the cause or your choice
Family Foundations
Deploy required distributions to maintain status
Make a gift from your private foundation
Life Insurance
Make a gift without using current assets, possible estate tax advantages
Transfer ownership of your whole life policy to the foundation
Intangible Property/Royalties (Minerals, Patents, Copyrights)
Generate tax benefits
Donate royalties (permanently, temporarily or percentage of)
IRA Rollover
Exercise mandatory distributions, avoid income tax
Donate up to $100,000 of mandatory retirement distribution
Tangible Personal Property
Generate potential tax benefits and make a gift without using income
Donate your personal property to the foundation
Mineral Rights
Reduce ownership burden, generate potential tax benefits
Donate your mineral rights to the foundation (permanently, temporarily or percentage of) 11.12.20
Choose the Gift that Matches Your Goals YOUR GOAL
MINIMUM AMOUNT
Cash
Make a quick and easy gift
Securities
FUNDING ASSETS
YOUR BENEFITS
HOW IT WORKS
No mimimum
Check, credit card, electronic funds
Income tax deduction
Write a check, give online or set up a funds transfer.
Avoid capital gains tax
No mimimum
Publicly held stocks, closely held stocks, bonds, mutual funds
Income tax deduction, capital gains bypassed
Transfer your securities to the foundation.
Real Estate
Generate tax benefits
Contact us
Home, oil and gas mineral and royalty interests, vacation property, commercial property, land
Income tax deduction, capital gains bypassed, burdens of ownership removed
Donate your property to the foundation.
Term Royalty Deed
Generate tax benefits
Contact us
Mineral royalties
Tax advantages, maintain ownership of royalty rights
Temporarily transfer mineral royalties to the foundation.
Intangible Property
Generate tax benefits
No mimimum
Patents, copyrights, royalties
Income tax deduction
Donate your copyrights and royalties to the foundation. Donate your patents to Mines.
Bequest
Control assets during your lifetime
No mimimum
Cash, securities, real estate
Estate tax deduction, revocable
Designate the foundation as a beneficiary in your will or living trust.
Retirement Account
Avoid double taxation on your retirement assets
No mimimum
Retirement assets
Income and estate tax advantages, revocable
Designate the foundation as beneficiary of your retirement account.
Life Insurance
Make a gift without using current assets
No mimimum
Life insurance policy
Possible tax advantages
Change beneficiary or transfer ownership of your life insurance policy to the foundation.
Testamentary Charitable Remainder Unitrust
Pass part of your estate to others in the form of regular payments
Contact us
Retirement assets, cash, securities, real estate
Estate tax deduction, revocable during lifetime
Include a charitable trust in your will or living trust that pays income to your beneficiaries. The foundation receives the remainder.
Charitable Gift Annuity
Receive fixed payments for life
$25,000
Cash, securities
Partial income and estate tax deduction, capital gains tax advantages, payment for life, attractive rates
Give cash or securities to fund a gift annuity and receive fixed payments for life. The foundation receives the remainder.
Charitable Remainder Trust
Turn an appreciated asset producing little or no income into an income stream with tax advantages
Contact us
Cash, securities, real estate
Partial income and estate tax deduction, capital gains tax advantages, payment for life, burdens of ownership removed
Transfer cash or appreciated property to fund a trust that sells your property and provides you with payments for life or a term of years. The foundation receives the remainder.
Charitable Lead Trust
Benefit Mines and then transfer assets to family at minimal tax cost
Contact us
Cash, securities, real estate
Possible tax advantages
Transfer cash or property to fund a trust that makes gifts to the foundation for a term of years. Your family receives the remainder.
Retained Life Estate
Give a gift of real estate but maintain lifetime use
Based on appraised amount
Real estate
Income and estate tax advantages, lifetime use of property
Give your property to the foundation but retain the right to use the property during your life or the life of the beneficiary.
DUAL-BENEFIT GIFTS
AFTER-LIFETIME GIFTS
CURRENT GIFTS
YOUR GIFT
11.12.20
campaign.mines.edu | 303.273.3275