Consider us in your will or legacy
Consider us in your will or legacy. The inherited assets are exempt from inheritance tax and will therefore benefit the Foundation’s statutory purposes without any deductions. Please contact your tax adviser.
In this case, neither you nor your (other) heirs can take advantage of the donation deduction. However, the inherited assets are inheritance-tax-free and thus will benefit the Foundation’s statutory purposes without any deductions.
Inheritance and gift tax is another very interesting option:
If you yourself have inherited or received assets normaly inheritance or gift tax has been incurre. In case you transfer this property within 24 months since the succession or the gift to a charitable foundation, the respective inheritance tax is omitted in accordance with § 29 paragraph 1 No. 4 ErbStG retroactively.
Of course, the above-mentioned possibilities of support are only a rough overview and do not replace the careful examination of your legal and fiscal circumstances in this specific case.
We are happy to advise experts when it comes to specific legal and tax issues or even the conclusion of a will.
Phone: +49 (0) 9827 9280711