Planned & Estate Giving

A gift of real estate is a powerful way to support the San Mateo County Community Colleges Foundation—without impacting your cash flow. Whether it’s a home, land, or investment property, your donation can fuel long-term impact while offering significant tax advantages.

 

Benefits of Donating Real Estate

• Receive a federal income tax deduction for the property’s fair market value.  
• Avoid capital gains tax  on appreciated property  
• Eliminate ongoing costs like maintenance, property taxes, and insurance    
• Reduce your taxable estate   

 

Ways to Give Real Estate

1. Outright Gift
1. Transfer property now and receive immediate tax benefits. You’ll eliminate capital gains tax and reduce your future estate tax.
2. Gift in Your Will or Trust
1. Include real estate in your estate plan to make a lasting impact—while retaining flexibility during your lifetime.
3. Retained Life Estate
1. Donate your home or farm, but continue living in it. You’ll receive a current tax deduction while maintaining use of the property.
4. Memorial or Endowed Gift    
1. Honor a loved one by creating an endowed fund with your real estate gift. The principal remains intact, generating annual support in perpetuity.
5. Charitable Trusts
1. Real estate can also fund a Charitable Remainder Unitrust or   Charitable Lead Trust. These options may offer income and estate planning benefits.  

 

💡Please consult your financial advisor or attorney to explore these options.