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.
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.
