Why National Community Foundation Programs?
National Community Foundation (NCF) Programs enable individuals and families of all income levels to benefit from tax advantages that many assume are available only to the very wealthy. In reality, NCF programs are available to anyone interested in decreasing their tax burden while supplementing their retirement income, leaving a lasting financial legacy and benefiting charitable causes.
All NCF asset exchange programs provide the following features and benefits:
- Fixed immediate or deferred lifetime income (income you will not outlive) OR
- Fixed immediate or deferred installment payments for a specific number of years (a stream of income you can access now or later)
- An immediate income tax deduction
- Elimination of a portion of capital gains tax
- Reduction or elimination of applicable estate tax
- Reinsurance
- No set-up fees, legal fees or annual tax filings
- Supports charitable causes worldwide
The NCF Annuity Transfer Program
The NCF Annuity Transfer Program might work for you if you have any of the following concerns:
- Are you satisfied with the performance of your annuity?
- Are you concerned about passing tax consequences along to your heirs?
The NCF Securities Transfer Program
The NCF Securities Transfer Program could be the answer to your stock market concerns:
- Are you worried about market volatility?
- Are you concerned about losing your original investment?
- Would you like to sell your securities while reducing capital gain tax liability?
The NCF Real Estate Transfer Program
The NCF Real Estate Transfer Program may have the answers for you if you have the following concerns:
- Are you tired of maintenance, taxes or tenant problems with your rental property?
- Would you like to avoid the selling process and closing costs?
- Do you want to reduce your capital gain tax liability?
The NCF CD Transfer Program
The NCF CD Transfer Program could offer you solutions if you have the following concerns:
- Are you satisfied with your current CD rate?
- Would you like to generate a higher tax-advantaged income?