Skip to content

Planned Giving

 

 

 

Planned Giving for Financial Advisors

Mineral Interests

Mineral Interests Gift Diagram

How they work

  • Your client donates non-operating mineral interests to Gaylord Hospital.
  • We hold the interest and collect the proceeds, or we sell it and apply the proceeds to the purposes your client designates.

Benefits for your client

  • Your client makes a gift that benefits Gaylord Hospital.
  • She makes the gift outright or uses it to create a life income gift that will pay her or her beneficiaries income for life.
  • She is eligible to claim a tax deduction based on the mineral interest's fair-market value at the time of the gift.
  • The value of the assets will be removed from her taxable estate.

In This Section


Have Questions About Giving?

Our team is here to help. For more information, please call (203) 284-2881 or contact our team via the button below.