Stocks, Bonds, and IRA’s
Donating appreciated securities, including stocks or bonds, or part or all of your unused retirement assets
such as an IRA, 401(k), 403(b), pension, or other tax-deferred plan is an easy and tax-effective way for you to make a gift to our organization.
Donate appreciated securities including stocks or bonds, it is easy and tax-effective
Money from an individual retirement account (IRA) can be donated to charity. What’s more, if you’ve reached the age (70 ½) where you need to take required minimum distributions (RMDs) from your traditional IRAs.
IRA to Gift
You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
If you have any questions about stocks, bonds and IRA’s, please contact us.
We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.