Planned Giving
Action Items
Now that you know the possibilities a gift of real estate has to offer, learn how to move forward with a plan that works for you.
- Request a free guide to learn more about tax-smart ways to donate property.
- Request our free guide about your options for structuring a charitable donation of real estate.
- Calculate how you can benefit from giving real estate through a charitable remainder trust.
- Contact Jessica Cloud at 601.266.6429 or jessica.cloud@usm.edu with any questions you have about giving real estate to the USM Foundation.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Beyond a Gift in Your Will or Trust | Action Items
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Beyond a Gift in Your Will or Trust | Action Items
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Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
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