What to
Give
Gifts of Securities
The best stocks to donate are those that have
increased greatly in value, particularly those
producing a low yield. Even if it is stock you
wish to keep in your portfolio, by giving us the
stock and using cash to buy the same stock through
your broker, you will have received the same income
tax deduction but will have a new, higher basis
in the stock.
Gifts of Real Estate
If you own property that is fully paid off and
has appreciated in value, an outright gift may
be the simplest solution. You can deduct the fair
market value of your gift, avoid all capital gains
taxes and remove that asset from your taxable
estate. You can transfer the deed of your home
or farm to us now and keep the right to use the
property for your lifetime and that of your spouse.
More... Gifts of Retirement Plan Assets
Did you know that nearly half your retirement
plan assets can be eaten away by taxes at your
death? Learn how to preserve more of your estate
for the people and organizations that matter most
in your life.
Gifts of Cash
The simplest way to give. However, you can deduct
a cash gift for income tax purposes only in the
year in which you contribute it. Your cash gifts
are deductible up to 50 percent of your adjusted
gross income for the taxable year, but any excess
is deductible over the next five years.
Gifts of Life Insurance
You can donate a life insurance policy to us
or simply name us as the beneficiary. For the
gift of a paid-up policy, you will receive an
income tax deduction equal to the lesser of the
cash value of the policy or the total premiums
paid. To qualify for the federal charitable contribution
deduction on a gift of an existing policy, you
must name us as owner and beneficiary. More...
Gifts of Securities: Closely Held Stock
Closely held stock, that which is not publicly
traded, can also be used as a charitable gift
even if you want to maintain a control position
in the stock.
Gifts of Retirement Plan Assets
Did you know that nearly half your retirement
plan assets can be eaten away by taxes at your
death? Learn how to preserve more of your estate
for the people and organizations that matter most
in your life.
Gifts of Securities: Closely Held Stock
Closely held stock, that which is not publicly
traded, can also be used as a charitable gift
even if you want to maintain a control position
in the stock. More...
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