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 ...

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 ...

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

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, ...

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

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 ...

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 ...

Gift options include Charitable Gift Annuities, Charitable Lead Trusts, or Charitable Remainder Trusts. Charitable Gift Annuities (CGAs) and Charitable Remainder Trusts (CRTs) are designed to pay ...

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.