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Charitable Bargain Sale
(Gift to Samford and cash to you)

How it works

Transfer part ownership to Samford.

Samford sells asset.

You receive cash for sale portion.

Samford receives cash from your gift portion.

Benefits

  • You receive gift credit and an immediate tax deduction for your gift portion.
  • You decide the amount of cash you want, taxes you want to avoid and gift to Samford.
  • You pay no capital gains tax on the gift portion.
  • You receive cash from the sales portion and Samford receives cash from the gift portion.
  • You have the satisfaction of making a significant gift that benefits both you and Samford now.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.