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Appreciated Assets

Planned Giving

Real Estate

Gifts of real estate may include developed property, undeveloped property, or gifts subject to a prior life interest. When you give appreciated property you have held for more than one year to LMM, you may qualify for a federal income tax charitable deduction and potentially minimize or eliminate capital gains tax. Additionally, you no longer have to manage the property’s maintenance costs, property taxes, or insurance.

  • Increased Impact: Your property’s value directly supports LMM’s mission and community programs.
  • Tax Advantages: Avoid capital gains taxes on appreciated property and receive an income tax deduction.
  • Flexible Giving Options: Real estate can be donated outright, through a retained life estate, or as part of a planned gift.

There are several ways to donate real estate, each offering unique benefits depending on your financial and philanthropic goals. Here are the most common methods:

  • Outright Gift
  • Bequest in a Will or Living Trust
  • A Donor Advised Fund (DAF)
  • Retained Life Estate
  • Bargain Sale
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust

Each method of donating real estate has its own financial and legal considerations. Consulting with your financial and legal advisors will help you choose the best option to achieve your goals while making a lasting impact.

  1. Contact LMM: Inform the organization of your intent to donate real estate so they can assess its suitability.
  2. Property Assessment: LMM will review the property to ensure it aligns with its policies and needs.
  3. Complete the Transfer: Work with your legal and financial advisors to finalize the transfer of ownership to LMM.

Securities

LMM can accept both publicly traded securities and closely held securities. Securities include stocks, bonds, mutual funds, or other investments that have appreciated in value over time. By transferring these directly to LMM, you can avoid capital gains taxes and may be eligible for a charitable deduction based on the fair market value of the securities.

  • Increased Impact: The full value of your securities goes to support LMM’s mission.
  • Tax Advantages: Eliminate capital gains taxes on the appreciation of your securities and receive a tax deduction.
  • Portfolio Management: Diversify your portfolio or rebalance your investments without incurring a taxable event.
  • Ease of Giving: Donating securities is a straightforward process that can be coordinated through your financial advisor.
  1. Contact LMM: Notify the organization of your intent to donate securities so we can provide transfer instructions.
  2. Work with Your Financial Advisor: Initiate the transfer of securities to LMM’s brokerage account.
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