Major & Planned Gifts 

make a greater impact

Many donors find they can make a bigger impact by finding other ways to give. They give by giving assets instead of writing a check. These gift planning strategies also can provide donors with significant tax benefits. Be sure to consult your legal or financial advisor to determine which type of gift planning strategy would best meet your needs. To learn more about other ways to give, please call Brad Harris at (602) 320-1185 or email bharris@turnanewleaf.org.

gift of stock

A stock gift to A New Leaf allows you to make a greater impact while receiving significant tax benefits. By donating appreciated stock, you can avoid capital gains tax and claim a deduction equal to the fair market value of the gift at the time of transfer.

It is easy to give publicly traded shares by having your broker transfer the shares electronically to A New Leaf’s brokerage account. The date of your gift is the date the stock was received in our account.

When you transfer stock, your personal information does not accompany the transfer. In order for us to send you an acknowledgment for tax purposes, you must notify us in advance with the following information:

1. Your name and phone number

2. Number and type of shares transferred

3. Approximate date of transfer

4. Name of your brokerage

Please call Brad Harris at (602) 320-1185 or email bharris@turnanewleaf.org for more information on other ways to give. Be sure to consult your legal or financial advisor to determine which type of gift planning strategy would best meet your needs.

gift of real estate

Do you own appreciated property such as a residence or vacation home, commercial property, farmland, ranch, or undeveloped land that you are thinking of selling? Giving real estate is a very smart way to make a major impact.

By giving all or a portion of the property to A New Leaf, you may avoid capital gains taxes and receive a deduction for the fair market value of the property as determined by an independent appraisal. You may even continue using or living on the property as a retained life estate for a term of years or for your lifetime.

Please contact us if you are considering a gift of real estate to A New Leaf, to ensure in advance that we can accept your gift.

Please call Brad Harris at (602) 320-1185 or email bharris@turnanewleaf.org for more information. Be sure to consult your legal or financial advisor to determine which type of gift planning strategy would best meet your needs.

gifts that provide income

A Charitable Gift Annuity (CGA) or a Charitable Remainder Trust (CRT) can be an excellent option for donors who want to make a significant impact, receive additional income for themselves and/or beneficiaries, and reduce capital gains or income taxes. The assets remaining at the end of the term would then come to A New Leaf.

A Charitable Lead Trust (CLT) is a trust that pays income to A New Leaf over a pre-determined period of time, either a fixed amount or percentage of the assets, before the principal is returned to the donors or their heirs. A CLT can help donors make a significant charitable impact while reducing taxes resulting from the sale of a business, property, or other asset, while preserving principal for themselves or their heirs.

Please call Brad Harris at (602) 320-1185 or email bharris@turnanewleaf.org for more information. Be sure to consult your legal or financial advisor to determine which type of gift planning strategy would best meet your needs.

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The content found on this site is intended for informational purposes only. It should not be relied upon as legal, tax, accounting, or other professional advice. To determine how an estate or gift planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.