A group of Youth Climate Leaders, one speaking into a microphone
© Phil Doyle

Gift Planning

Charitable Bargain Sale

Charitable Bargain Sale

Make a gift to us while getting cash to meet your obligations, or an assured stream of income for retirement.

This diagram represents how to make a gift of a bargain sale - a gift that protects your assets.

How It Works

  • You sell your residence or other property to Mass Audubon for a price below the appraised market value—a transaction that is part charitable gift and part sale.
  • Mass Audubon may use the property, but usually elects to sell it and use the proceeds of the sale for the gift purposes you specified.

Benefits

  • You receive an immediate income tax deduction for the discount you took from the appraised market value of your property.
  • You pay no capital gains tax on the donated portion of the property.
  • You can receive payment from us in a lump sum, or in fixed installments.