Planned Giving for Financial Advisors

Mineral Interests

How they work

• Your client donates non-operating mineral interests to Harper College Educational Foundation.
• We hold the interest and collect the proceeds, or we sell it and apply the proceeds to the purposes your client designates.

Benefits for your client

• Your client makes a gift that benefits Harper College Educational Foundation.
• She makes the gift outright or uses it to create a life income gift that will pay her or her beneficiaries income for life.
• She is eligible to claim a tax deduction based on the mineral interest's fair-market value at the time of the gift.
• The value of the assets will be removed from her taxable estate.

In This Section

• How it works / Benefits
• More detail
• Frequently asked questions