Give publicly traded securities that have appreciated in value. Receive a charitable deduction for the full fair market value of the securities on the date the gift is made. In addition, pay no ...

Typically, individual stocks are given; however, bonds or mutual fund shares are also attractive gift options. Outright gifts of securities can be made quickly ... irrevocable gift to a fund ...

Gifts can be cash, appreciated securities, real estate and other types of property. Depending on the type of charitable lead trust — grantor or non-grantor — the purpose for establishing ...

Find out how donor-advised funds (DAFs) offer flexibility in charitable giving, tax advantages and investment growth, making ...

These two advantages make appreciated securities a superior option to donating ... a good strategy is often to gift all or a portion of the RMD directly to a charitable organization as a qualified ...

A charitable gift annuity is a type of gift where you can receive a tax deduction and make a gift that pays you income for life. As a donor, you make the gift using cash or securities and, in return, ...

A charitable gift annuity is ... If you decide to fund your gift annuity with cash, a significant portion of the annuity income will be tax free. You may make a gift of your appreciated securities to ...

These advantages make DAFs an attractive option for tax-efficient ... Qualified Charitable Distributions, gifting appreciated securities, Charitable Gift Annuities, Charitable Remainder Trusts ...

Please contact Dina Morris at 617-301-8075 or [email protected] in advance if you are transmitting securities via any of the options below. Providing us with your name and the value of the shares you ...

As you prepare to make a gift of securities, we suggest that you consult with your tax advisers to determine how, specifically, a charitable deduction will work for your unique tax situation.