ADVISORS - PLAN A GIFT - GIVE NOW
Encouraging your clients to give within their lifetime offers many benefits. Charitable gifts may
reduce income taxes, and allows the donor to see their gift in action. The Oshkosh Area Community Foundation
accepts several types of gifts, including:
Cash: Give with cash, check or credit card
Retirement Assets (401k and IRA): Maximize value by avoiding income and estate taxes, and receive a tax deduction
Securities (stock, bonds and mutual funds): Receive a deduction for the full fair market value and avoid paying tax on your capital gain
Real Estate: Receive a tax deduction for the appraised market value and avoid paying tax on your capital gain
Life Insurance: Donate an unneeded policy or purchase a new one to benefit favorite charities
Cash: Give with cash, check or credit card
Retirement Assets (401k and IRA): Maximize value by avoiding income and estate taxes, and receive a tax deduction
Securities (stock, bonds and mutual funds): Receive a deduction for the full fair market value and avoid paying tax on your capital gain
Real Estate: Receive a tax deduction for the appraised market value and avoid paying tax on your capital gain
Life Insurance: Donate an unneeded policy or purchase a new one to benefit favorite charities
