Is This Gift Right for You?
Use this checklist to see if making a charitable gift of real estate is a good option for you.
- You want to make a significant gift that benefits Plymouth Church after your lifetime.
- You own a house, condominium, town house, vacation home, farm or other piece of real estate.
- You don't have family members or loved ones who wish to take on the responsibilities or cost of owning your property after you are gone.
Leaving a gift of real estate to us through your will or trust lowers your potential federal estate tax bill.
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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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.