What to Give?
Gifts of Cash
The most obvious gift is, of course, cash. Gifts of cash provide an immediate benefit and can be given as an unrestricted gift, or as a gift that is restricted for a specific use or purpose.
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Life Insurance
Perhaps when you were younger you purchased life insurance that would cover your final expenses, mortgage, and provide for your family. If your children are now grown and debts paid, you might consider making a gift of the policy, or a portion of the policy.
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IRA Rollovers
The Charitable IRA Rollover allows individuals age 70-1/2 and older to make direct transfers of up to $100,000 per year from individual retirement accounts to qualified charities without counting the transfers as income for federal tax purposes.
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Stocks and Bonds
If you have stocks and bonds that have appreciated in value, they can be a simple way to make a gift and to save on taxes.
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Real Estate
Marketable real estate that has appreciated in value, and is no longer needed, can be an excellent gift that allows you to avoid paying capital gains tax and receive a charitable income tax deduction.
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Retirement Assets
You can donate all or a part of any unused retirement assets — 401(k), 403(b), pensions or other tax-deferred retirement plans.
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Other Gifts
If you would like to make other gifts that have not been mentioned, or have any questions about how to make any of these types of gifts, please contact us.
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