Make a Planned Gift Today Using These Strategic Giving Vehicles
Gifts of Retirement Assets
Utilize unused retirement funds, including contributions from your IRA, 401(k), 403(b), pension, or other tax-deferred plans, to provide support to Health Care Foundation for Ventura County through an impactful gift.
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Donor Advised Funds
A donor-advised fund (DAF) is a charitable tool managed by a public charity. It enables you to make charitable contributions, obtain immediate tax benefits, and subsequently suggest grants from the fund over time. Utilize your Donor Advised Fund (DAF) to strategically support Health Care Foundation for Ventura County this year to make a meaningful donation while ensuring the security of your personal finances.
Gifts of Stocks and Bonds
Maximize your impact by donating long-term appreciated securities such as stocks, bonds, and mutual funds directly to charity in lieu of paying the IRS a tax burden. By opting for this method over donating cash or selling securities and contributing the after-tax proceeds, you could potentially enhance both the size of your gift and your tax deduction.
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Gifts of Cryptocurrency
A gift of appreciated cryptocurrency is one of the most powerful and tax-efficient ways to make a charitable donation. When donating cryptocurrency, you may be able to avoid capital gains tax, and you may be eligible for a tax deduction. This makes Bitcoin, Ethereum, and other cryptocurrency donations one of the most tax-savvy ways to support the charity of your choice.
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Charitable Gift Annuities
A charitable gift annuity is a contractual agreement between you and a qualified charity. In this arrangement, you make a gift to Health Care Foundation for Ventura County, and in return, the charity commits to providing you, and potentially one additional beneficiary, with a fixed monthly income for life, lasting until the death of the last beneficiary.
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Explore These Additional Giving Options & Contact HCFVC for Further Information
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Gifts of Real Estate: Contribute appreciated real estate, including residences, vacation properties, undeveloped land, farmland, ranches, or commercial properties, to benefit HCFVC.
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Beneficiary Designation Gifts: Specify the individuals and organizations you wish to receive your assets, including unused retirement funds such as your IRA, 401(k), 403(b), pension, or other tax-deferred plans, upon your passing.
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Charitable Remainder Unitrust: Transfer cash, stock certificates, bonds, or other assets to a tax-exempt trust, to generate income and provide a charitable donation to HCVFC. This approach helps reduce taxable income, avoid capital gains taxes, and allows for an immediate partial income tax deduction.
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Charitable Remainder Annuity Trust: Transfer cash, stock certificates, bonds, or other assets to a tax-exempt trust to generate income and make charitable donations to one or more organizations. Additionally, you can arrange for fixed income to be paid to designated noncharitable beneficiaries in the form of an annuity.
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Charitable Lead Trust: An irrevocable trust is structured to offer financial assistance to one or more charities over a specified duration, with the remaining assets ultimately benefiting your family members or other designated beneficiaries.
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Sale and Unitrust: Transfer a portion of your primary residence to fund a unitrust and have the option to apply your one-time home exclusion. This can help reduce or eliminate the capital gains tax that would otherwise be incurred from the sale.
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Blended Gifts: Amplify the impact of your generosity by combining various giving strategies.