Asset Type

Series Limited Liability Company

Coming Soon.

Retirement Plans: How to Accept

There are a number of key points you should be aware of in receiving a gift from an IRA--both in terms of the process of making the gift and the limitations attached to it.

Securities: Treasury Bonds, Bills and Notes

Treasury bonds, bills and notes have their own characteristics, so it's worth taking a look at what defines each of them, and how they may make for advantageous gifts.

Closely Held Stock: Who, Why, When

WHO: Gifting closely held stock works if the corporation involved is a C-corp.

Real Estate: Qualified Appraisal Requirements for Gifting Real Property

As this page amounts to multiple lists of regulatory and IRS requirements, we'll just present the items as succinctly as possible.

Herewith, the qualified appraisal requirements for gifting real property:

Roth IRA vs. Traditional IRA

When choosing between a Roth and standard IRA, it's important to understand the key differences between them. But let's start by looking at characteristics they share:

Most donors don't naturally think of life insurance as an asset they may be able to give to your organization. Don't shy away from it--bringing up the subject of life insurance doesn't require you to be an expert on the topic.

Retirement Plans

There are a number of retirement plans under current tax law. These 7 are most relevant for this discussion:

Mutual Funds: How To Accept

When a benefactor decides to make gift of mutual fund shares, he or she must contact their plan administer, follow their instructions and complete the required paperwork.

Things to keep in mind:

Mutual Funds: Who, Why, When

The following is a review of mutual fund basics -- more for your personal consumption than it is directly applicable to fundraising.