Gifts That Protect Assets

These Gifts Maintain the Benefits of an Asset

Lead Trust

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Reducing Your Gift or Estate Tax:
With a Charitable Lead Trust when you make the gift, the trust pays income to Goodwill Industries of Tulsa first, typically for a term of years. After that, the trust assets are passed back to you or other family members you designate.

Charitable Lead Trusts are for those who want to fund a gift now and also want to transfer tax-advantaged wealth to another generation. Lead Trusts work best when funded over $1,000,000, making this gift plan perfect for wealthy donors.

Retained Life Estate

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Donate Your Home and Live In It
With this gift, you transfer a property deed to Goodwill Industries of Tulsa, and retain the right to use or live in the property for your lifetime. The tax deduction you receive in the year of the transfer is based on your life expectancy and the property’s current value, and you agree to cover expenses and maintenance of the property during your lifetime.

Similar to a gift of real estate, a prospect who wants to retain use of their home for their lifetime but does not need or want to include their property in their estate plan will benefit from retained life estates.

Bargain Sale

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Reduce Gift or Estate Tax
You sell your property to Goodwill Industries of Tulsa for an amount less than the fair market value, and you receive a charitable tax deduction equal to the difference between the market value and the sale price. This can sometimes be more financially advantageous to you than selling the property and making an outright charitable gift from the proceeds of the sale.

A donor who faces significant capital gains issues and wants to receive a lump sum payment and a tax deduction is the right match for a Charitable Bargain Sale.