Succession Planning Gifts of Real Property 4 most common ways to - - PowerPoint PPT Presentation

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Succession Planning Gifts of Real Property 4 most common ways to - - PowerPoint PPT Presentation

Charitable Succession Planning Gifts of Real Property 4 most common ways to give Outright gift Will Retained life estate Bargain sale National FFA Foundation Outright Gift National FFA Foundation Wills and Bequests Sample


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SLIDE 1

Charitable Succession Planning

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SLIDE 2

National FFA Foundation

4 most common ways to give

  • Outright gift
  • Will
  • Retained life estate
  • Bargain sale

Gifts of Real Property

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SLIDE 3

National FFA Foundation

Outright Gift

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National FFA Foundation

Sample Language: “I give, devise and bequeath all of the agricultural real estate which I

  • wn at the time of my death, to the

CHARITY, a not-for-profit

  • rganization located in Indianapolis,

Indiana, as an unrestricted gift to be used at the discretion of the board

  • f directors of the CHARITY for the

general purposes of the CHARITY, located in Indianapolis, Indiana.”

Wills and Bequests

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SLIDE 5

National FFA Foundation

Retained Life Estate

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National FFA Foundation

Bargain Sale

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SLIDE 7

National FFA Foundation

Conservation Easements

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National FFA Foundation

Charitable Remainder Unitrust

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SLIDE 9

National FFA Foundation

Gift of Closely Held Stock

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SLIDE 10

Matthew Treadwell Planned Giving Coordinator mtreadwell@ffa.org 317-646-4285