Frequently Asked Questions

Question:

What are the tax advantages?

Answer:

While tax consequences vary according to assets, generally your clients may deduct up to 50 percent of their adjusted gross income (AGI) for cash contributions, and up to 30 percent of their AGI for gifts of appreciated securities and real property. Your client’s tax situation should be viewed on an individual basis to determine the deductibility allowed for them. A fund at the Foundation is often a better alternative than a private foundation.