Kappa Alpha Order - Educational Foundation

If you sell appreciated assets you have held for more than one year, your gains are subject to a long-term capital gains tax—unless you donate them to a tax-exempt organization like Kappa Alpha Order Educational Foundation.

Consider a foolproof strategy that offers not only immediate capital gains tax relief, but also a valuable, tax-saving deduction—and possibly even increased income. A gift to KAOEF of securities or real estate you have held long term (more than one year) is deductible at full present fair market value with no tax on the appreciation, allowing you to make a significant gift now, while you are living and able to witness the difference your donation makes.

If you are unable to make a sizable outright donation now, however, one of our deferred giving plans may be the answer.

Trusts Ensure Life Income
You can use cash, securities or other property to fund a plan that gives you an income for life. Highly appreciated assets that generate low current income are ideal for this purpose.

One such plan is a charitable remainder trust. You avoid any up-front tax on the long-term capital gains your property has experienced, and you receive a substantial income tax charitable deduction equal to the present value of the remainder interest. The trustee can sell the assets without incurring any tax and then reinvest the proceeds to secure a higher return. This may allow you to receive a higher income than those assets earned before. After your lifetime, the remainder goes to Kappa Alpha Order Educational Foundation for our use.

Please call Erik Showalter at 540-460-1401 or 540-463-1865, or e-mail us at eshowalter@ka-order.org, for more information.


Copyright © The Stelter Company, All rights reserved.

The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.

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