Professional AdvisorsWhy FAO?Giving AdviceCharitable Remainder TrustGift of Life InsuranceGift of Real EstateGift of Appreciated StockCharitable Lead TrustBequest by Will2008 Annual Advisor Seminar2007 Professional Advisor Seminar
professionalA variety of giving methods tailored to your unique situation.

Outright Gift
You can make a gift of cash, stocks, bonds, real estate, or other assets to the Foundation for Appalachian Ohio. Your gift qualifies for maximum charitable benefit under state and federal law.

Gifts of Appreciated Stock
Gifts of Real Estate
Gift of Life Insurance


Bequest
You can designate a gift or  portion of y our estate to the Foundation for Appalachian Ohio and, in some cases, receive a substantial reduction in federal gift and estate taxes. Bequest by Will

Charitable Remainder Trust
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to your community foundation, and is placed in a charitable fund you have selected. You receive income tax benefits the year you establish your trust. Charitable Remainder Trust

Charitable Lead Trust
You can place cash or property in a trust that pays a fixed amount to the Foundation for Appalachian Ohio for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you  name. In some cases, you receive a substantial reduction in federal gift and estate taxes. Charitable Lead Trust


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