Stocks & Bonds
Appreciated stock has some decided tax advantages if used as a charitable gift.
Retirement Assets
Wouldn’t it be wonderful to know that your retirement assets, such as an employee retirement plan or tax-sheltered annuity is continuing to work toward the betterment of young people—and our entire society—well after you’re done with them? That’s what a gift of retirement assets can do.
Life Insurance
You can use a life insurance policy to make a charitable gift without touching other assets you’ve set aside for your family. As with retirement assets, this gift gives you the joy and satisfaction of knowing that your assets are continuing to do good work after you need them. What better legacy can there be?
Donor-Advised Fund
A donor advised fund has immediate tax benefits while allowing you to engage in charitable work now. It can also allow for you to direct how the funds are used.
