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Your Options
A Comparison of Your Giving Options

For a comparison of your options, please see the chart below. If you have questions or ideas that you do not see below, please contact us.

 

We know that donors, especially Asian American donors, might want to get to know us before considering a gift. Some donors want a detailed review of personal circumstances but are not ready to engage a private attorney or accountant.

We are happy to meet to hear your ideas and questions and provide informal advice. Please contact Nayna Agrawal, our vice president, at (415) 433-6859 or via email.

 


Annual Campaign

Donor Advised Fund

Charitable Trust

Endowment Fund

Scholarship Fund

A gift made to the Asian Pacific Fund to be combined with gifts from other donors and used within one year to provide grants and services to Affiliate Agencies serving Asians in the Bay Area.

An irrevocable gift creates a fund from which you are entitled to make charitable grant recommendations anytime in the future. Donor advised funds may be endowed or expendable.

An irrevocable trust that generates income for one or more beneficiaries for life. The remainder of the trust assets will ultimately go to one or more charities you designate.

An irrevocable fund established to produce income for the benefit of your charitable interest or interests, or for your favorite charity or charities.

An irrevocable fund established to produce scholarships for the benefit of students or an institution of higher education.

Tax Deductions

Gifts to the Asian Pacific Fund entitle you to an immediate tax deduction.

Cash
Your deduction is equal to the amount of your gift up to 50% of your AGI.

Stock
Your deduction is equal to the amount of your gift* up to 30% of your AGI.

Real Estate
Your deduction is equal to the value of the property** up to 30% of your AGI.

Any unused deduction may be carried forward for up to five years.

Gifts to the Asian Pacific Fund entitle you to an immediate tax deduction.

Cash
Your deduction is equal to the amount of your gift up to 50% of your AGI.

Stock
Your deduction is equal to the amount of your gift* up to 30% of your AGI.

Real Estate
Your deduction is equal to the value of the property** up to 30% of your AGI.

Any unused deduction may be carried forward for up to five years.

Gifts to the Asian Pacific Fund entitle you to an immediate tax deduction.

Your current deduction is equal to the value of the gift that will ultimately pass to charity (actuarially determined)

Your estate tax will be reduced by the amount of the trust that passes to charity.

Trust assets may grow tax- free because the trust is not subject to income or capital gains tax.

Income to beneficiaries is subject to income tax. Any unused deduction may be carried forward for up to five years.

Gifts to the Asian Pacific Fund entitle you to an immediate tax deduction.

Cash
Your deduction is equal to the amount of your gift up to 50% of your AGI.

Stock
Your deduction is equal to the amount of your gift* up to 30% of your AGI.

Real Estate
Your deduction is equal to the value of the property** up to 30% of your AGI.

Any unused deduction may be carried forward for up to five years.

Gifts to the Asian Pacific Fund entitle you to an immediate tax deduction.

Cash
Your deduction is equal to the amount of your gift up to 50% of your AGI.

Stock
Your deduction is equal to the amount of your gift* up to 30% of your AGI.

Real Estate
Your deduction is equal to the value of the property** up to 30% of your AGI.

Any unused deduction may be carried forward for up to five years.

Minimum Gift

None

$5,000

$150,000

$100,000

Varies



Notes:
* If held for more than one year, your deduction is equal to the stock's value on the day you make the gift.
If held less than one year, your deduction is equal to your cost basis or the stock's fair market value, whichever is lower.

** If held for more than one year, your deduction is equal to the property's value on the day you make the gift.



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