Tax-Estate Planning

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

You want to make a big gift to charity but need to hold on to your current assets now.

A beneficiary designation gift is a simple and affordable way to make a gift to support Community Foundation Northern Nevada. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

You may be tired of living at the mercy of the fluctuating stock and real estate markets. You want to count on a secure income stream, take a tax deduction, and do some good while you are at it. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Are you concerned about the high cost of capital gains tax with the sale of an appreciated asset? Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

You may be looking for a way to receive a fixed income for life or a number of years. Are you concerned about the high cost of capital gains tax with the sale of an appreciated asset? Perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Are your appreciated assets, such as stock, bonds, or real estate, producing little or no income?

If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution to avoid capital gains tax.

Do you have property that you would like to sell? Are you looking for a strategy to reduce your income taxes? A bargain sale might be the right strategy for you.

You may be looking for a way to provide your children with income while making a gift to Community Foundation Northern Nevada. The "give it twice" trust is a popular option that allows you to transfer your IRA or other asset at death to fund a term of years charitable remainder unitrust. We call this kind of unitrust a give it twice trust because you can use the trust to pay income first to your family for a number of years and then distribute the balance of the trust to charity.

You may desire to leave your home or farm to Community Foundation Northern Nevada at your death but would also like to receive a current charitable income tax deduction. A life estate reserved might offer the solution you need!