Some legal strategies for leveraging your donations to maximize tax advantages, reduce
estate taxes, and obtain maximum satisfaction out of giving to the FEZANA Funds are
suggested below. In all cases, you should consult a competent tax attorney and
accountant to ensure eligibility and prepare legal documents, if needed.
Designate FEZANA as a beneficiary in your office donation program.
Most large corporations will match your donation to your designated charity. Many
organizations such as Blue Cross and Combined Appeal will allow you to designate
FEZANA as your choice for the charity.
Donate appreciated assets like stocks, securities and real estate
The entire value of the asset on the date of the donation is tax-deductible. Furthermore, the
donated asset will be removed from the donor's estate for Federal estate tax purposes.
Donate a life insurance policy to FEZANA.
Leverage your donation by buying a life insurance policy with FEZANA as a beneficiary; or include FEZANA as a co-beneficiary to reduce estate taxes for your heirs.
Charitable Trusts.
Trusts can provide an income stream during the donor's lifetime
while also providing benefits for heirs and minimizing transfer and inheritance taxes.
Consult an attorney for forming a Charitable Remainder or Lead Trust, depending on
your particular financial needs and estate situation.
PRINCIPAL BENEFITS OF DONATING TO FEZANA
• Donor can witness FEZANA's use of donation during his/her lifetime.
• Current income tax deduction based on fair market value of donation.
• Asset will be removed from donor's estate for federal tax purposes.
You can send your donations to:
FEZANA, 5250 South Jackson Street, Hinsdale, IL 60521, USA.
== OR ==
You can donate ONLINE:
CLICK HERE TO USE OUR SECURE SERVER
