Ways to Give

Page 1

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


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