Donating Appreciated Assets
If you own stocks or mutual fund shares, it may be beneficial to donate them to us and get the full benefit of their current value without having to pay Capital Gains Tax.
Here is an example:
Let’s say you have XYZ stock that is worth $1,000 that you purchased a while back for $100.
Donating from your Schwab account
Donating from a non-Schwab account
We have been at this for 64 years and have, from time to time, been generously remembered in behests. Estate planning is always a good idea. If you would like to remember us in your will, please do so. If you would like to discuss your intentions with us, please contact us.
Giving by Insurance
You might consider taking out an insurance policy naming us beneficiary. We believe you can deduct the amount of your insurance premiums as a donation.
In all these cases, we are not providing tax advice, and urge you to discuss these ideas with your own tax advisor.