We are happy to discuss any of these giving options with you
Please contact Simona Valanciute, executive director, at 619.574.0674 or email@example.com to learn more.
Cash gifts are paper bills, checks and credit cards. Gifts of cash are deductible at their value up to 50% of the donor’s adjusted gross income. The deduction can be carried over for five years.
Stock gifts are often advantageous to the donor, especially stocks that have significantly increased in value. When the donor sells stock, the donor must pay capital gains taxes on the increased value. However, if the donor chooses to give appreciated stock to charity, such as OASIS, the donor pays no tax on the gain and receives an income tax deduction for the full value of the stock.
Publicly traded securities will be accepted by OASIS. We will immediately sell the securities and put the proceeds towards supporting our programs in the community.
Closely Held Securities will be considered by OASIS, case by case. We can explore methods of liquidation through redemption or sale.
Many individuals own a paid-up life insurance policy that has been filed away. If your life insurance policy is no longer needed or will no longer benefit your survivors, please consider making a gift. Making OASIS 100% owner and beneficiary of a policy provides an income tax deduction to the donor.
Real Estate - OASIS accepts donations of:
• Land (undeveloped parcels, vacant lots, parking lots, farms/ranches)
• Investment property (residential, commercial, industrial)
• Vacation property (no timeshares)
• Personal residence
A donation of real estate helps the donor achieve his/her charitable goals and provides the donor with maximum tax benefits allowed by law. Similar to a gift of stock, the donor avoids capital gains taxes by giving a gift of real estate. OASIS can help you convert your real estate holdings into charitable gifts to support OASIS' programs in the entire San Diego region
Planned Gift options include:
• Charitable Gift Annuities
• Charitable Trusts
• Life Estate Reserved
• Retirement assets
Please consider including San Diego OASIS in your estate plans. The donor may choose to gift OASIS a specific amount, a percentage of the estate, a certain asset within the estate, the remainder of the estate or the entire estate. Let us know if you have included OASIS in your estate plan - we want to celebrate you and recognize you as a Legacy Member.
Charitable Gift Annuity
OASIS has a partnership with The San Diego Foundation which allows our members to participate in the Charitable Gift Annuity (CGA) program. CGAs are the perfect life income gift when interest rates are low. Such IRS-approved gifts allow a donor to give and to get. The donor gets guaranteed payments for life while committing the remainder to OASIS to further its mission -- forever. There is no cost to set up a CGA. Creating a CGA does not require an attorney.
Charitable Trusts: Charitable Remainder, Charitable Annuity, Charitable Lead Trusts
There are many ways a donor can set up a charitable trust to benefit the donor and/or the donor's family while designating OASIS to receive a gift. Depending on the type of trust, OASIS would receive the remainder assets or certain payments from the trust. Creating a charitable trust requires services of an attorney; the cost of setting up a charitable trust will be equal to the legal fees charged by your attorney.
Life Estate Reserved
In this charitable giving vehicle, the donor continues to live in his/her residence, pay the property taxes, insurance, and maintenance costs. The donation, which is the donor's residence, will be received by San Diego OASIS after the donor's passing.
A gift of retirement assets, such as IRA, 401(k), 403(b), pension and other tax deferred plans, is an excellent way to support OASIS's mission.
For more information, please contact Simona Valanciute at 619.574.0674 or firstname.lastname@example.org