What to give
One of the advantages of giving through San Luis Obispo County Community Foundation is that we can accept a range of assets and we can facilitate even very complex forms of giving.
San Luis Obispo County Community Foundation allows you to turn your gains into community good, while receiving financial and tax benefits. Generally a contribution of $10,000 or more is needed to create a new fund, but there is no minimum amount for giving to an existing fund.
Most gifts to San Luis Obispo County Community Foundation qualify for maximum tax advantage under federal law, but when giving to charity, all assets are not equal. We would be happy to help you assess ways to maximize the value of your gift and its tax benefit.
Charitable assets
- cash
- stocks
- bonds
- mutual fund shares
- real estate
- life insurance
- retirement assets such as a 401(k), 403(b), individual retirement accounts (IRA) or other qualified retirement programs
- interest in limited partnerships
Would you prefer to experience the joys of giving during your lifetime—or leave a legacy with a deferred gift? We can help recommend a giving strategy that’s right for you. Contact us to learn more.
