The donor is allowed the full value as a charitable income tax deduction, but pays no capital gains taxes on the sale of the stock. Personal Property or Real Estate Personal property or real-estate can be donated in the same manner and tax advantages as securities. Will Bequests When making a will, and after providing for loved ones, you may also make a gift to the Fond du Lac Area Foundation. Your gift may be a specified amount, a percentage of your estate or specific assets. You may designate the Fond du Lac Area Foundation as the owner and beneficiary of a new or existing life insurance policy.
Insurance premiums paid by the donor are deductible as a charitable contribution.
Charitable Remainder Trusts You may transfer assets to a Charitable Remainder Trust. This trust provides for payment of a fixed income to you, a spouse, a disabled person or other loved ones. This trust enables the donor to provide a lifetime personal income and income for beneficiaries for a specified period or death of the last heir. The assets are then transferred to your fund in the Fond du Lac Area Foundation. Tax receipts . . .