June 10, 2025
If charitable giving is already part of your financial picture, there’s a strategy worth considering that can amplify your impact — and your tax benefits: Leveraged Asset Donation. Here’s the idea:
- You donate an appreciated asset (like real estate, private business interest, or other property)
- Using a leveraged structure, your deduction is magnified — often 4.5x to 5.3x your investment
- You avoid capital gains on the asset, receive a larger charitable deduction, and still support the causes you care about
For example:A $25K investment may produce over $100K in deductions, limited to 30% of your AGI. It’s ideal for clients with AGI above $250K, especially those planning meaningful year-end giving.
This approach also aligns well with other strategies we may already be using — such as Donor Advised Funds or appreciated stock donations. As always, this would need to be in place before the end of the year to count toward your 2025 taxes.
If you’d like to explore whether this fits into your charitable and tax planning for the year, let us know — we’re here to help!
>> Schedule a strategy session today
Let’s run the numbers and see how much you could be saving.
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