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Recent years have seen stocks enjoy a wonderful run-up in value, with most markets reaching all-time highs. But what are the implications of that success for us as nonprofits and fundraisers?
When dealing with potential gifts of non-cash assets, we must be cognizant of the general rules around a pre-arranged sale. This is a bit tricky, because what constitutes a pre-arranged sale is not necessarily an easy thing to determine, and the guidance isn’t always clear from the IRS.
By understanding the benefits of gifting different asset types, you can provide true value and become a differentiator for your donors. And the value you add may well result in a gift larger than the donor thought possible.
A business owner is rightly worried about retirement income, since she won't be receiving a corporate pension or other benefits. How can you help her get retirement security and make a gift to your organization?
Bad Gifts Now, Good Gifts Later
You should be clear with your donors that a gift of bonds during their life is not in their own best interest. However, they may make a very good charitable gift via an estate.
What we said at the beginning of this section bears repeating: You should be clear with your donors that a gift of bonds during their life is not in their own best interest. However, they may make a very good charitable gift via an estate.
If they want to explore this avenue, donors need professional support and advice to make certain they're not in danger of triggering taxes.