Your Gift. Our Future. Your Legacy.

  • Put your assets to work with tax-efficient charitable strategies
  • Provide long-lasting support while enjoying financial benefits for yourself
  • Leave a legacy that will ensure health and healing for future generations

Planned Giving

Thank you for spending time to learn about the many benefits of making a planned gift. Your legacy gift will be a blessing to those who follow and remembered for generations to come.

Peterson Health Foundation raises funds and makes friends for the sole purpose of accomplishing the mission of Peterson Health.

We invite you to contact our team to explore the impact your gift to Peterson Health Foundation could have on you, your friends and your loved ones in Kerrville and the surrounding Hill Country of Texas.

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Bargain Sale

Do you have property that you would like to sell? Are you looking for a strategy to reduce your income taxes? A bargain sale might be the right strategy for you.

Bargain Sale
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Benefits of a bargain sale

  • Avoid capital gains tax on your charitable gift
  • Receive a tax deduction that will reduce your tax bill this year
  • Take the cash received from the sale and reinvest it to create future income, save for retirement, buy new property or achieve other financial goals
  • Help Peterson Health Foundation further our important charitable work

How a bargain sale works

  1. You sell Peterson Health Foundation your property for a price less than fair market value.
  2. You receive cash from the sale.
  3. You can take a charitable deduction for the value of your gift which is the difference between the fair market value of the property less the sale price.
  4. While you may owe some tax on the sale proceeds you receive from Peterson Health Foundation, the charitable deduction from your gift could offset some, most or all of your capital gains taxes associated with the sale.

More on bargain sales

A bargain sale may be accomplished even if you have a mortgage on your property. Because relief from indebtedness can have tax implications, please consult with your tax advisor prior to completing a gift of a bargain sale.

Contact us

If you have any questions about a bargain sale, please contact us. We would be happy to assist you and answer any questions you might have.

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