The Perfect Time for "The Perfect Question"
If there was ever a year when your organization should be receiving gifts of securities, this is it.
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Securites
Hot Gift for Fall: Appreciated Securities (Stocks and Mutual Funds)
A piece in the Chronicle of Philanthropy serves as a useful reminder of the need to mention appreciated securities (both stocks and mutual funds) to our donors.
The Oft-Forgotten Gift
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?
Pre-Arranged Sale
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.
Course 6 - Introduction to Assets
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 Donor Has Concerns About Retirement Income, Part 2
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?
Treasury Bonds, Bills and Notes: Who, Why, When
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.
Treasury Bonds, Bills and Notes: Tax Issues
There are complicated tax issues involved with gifting treasury bonds -- namely Income in Respect of the Decedent (
Treasury Bonds, Bills and Notes: How to Value
Q: How are treasury bonds valued for gifting purposes?
A: It depends.
Treasury Bonds, Bills and Notes: How to Gift/Accept
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.