Welcome

We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.The Central Florida Foundation is the most flexible platform for your planned gift, providing options to help build your legacy and family philanthropy. We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please contact us.

Plan Your Wills

The Online Will Planner is designed to help you gather the information your attorney will need to plan for your future.

1px

Your Legacy

Download a guide to providing for your family and supporting the causes you care about.

1px

eNewsletter

We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.

1px

Our Mission

Here you can learn more about what we do at Central Florida Foundation

1px
Text Resize

Help Part Gift and Part Sale
Gift Appreciated Asset Gift/Sale of Asset
Enter the name of the donor. You may use such titles as Mr., Mrs., Dr., Rev., Jr., Sr., etc. The donor is the owner of the asset contributed and will receive the tax deduction and capital gains bypass benefits, if applicable.
10% 12% 22% 24% 32% 35% 37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely held stock and other hard-to-value assets, the FMV would be the appraised value of the property on the date of the gift.
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Enter the amount of cash you wish to receive from the sale of the asset(s) that will be used to fund the trust. This amount of cash will not go into the trust.
scriptsknown