Gift & Estate Planning: Non-cash Gifts & Property

Non-cash Gifts & Property
September 2, 2019 Shawn Sweeney

By Giving Non-Cash Gifts the donor can enjoy more savings and can still share your vision with that of Dr. Jane Goodall in helping change the world for the better.

Donors often choose to make their gifts in forms other than cash. Examples include:

  • Securities (stocks, bonds, mutual funds)
  • Real estate (unused property, vacation homes, timeshares, etc.)
  • Retirement plans
  • Life insurance policies (both unneeded current policies and naming JGI beneficiary of an existing policy)
  • Other items of value (jewelry, paintings, collections, antiques, etc.)

After considering the items you own, you may find giving something other than cash to be an appealing alternative. Giving non-cash property enables you to make a meaningful gift while conserving cash for other uses and enjoying what may be greater tax savings than those provided by gifts of cash.

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