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.
There are a number of retirement plans under current tax law. These 7 are most relevant for this discussion:
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:
The following is a review of mutual fund basics -- more for your personal consumption than it is directly applicable to fundraising.
There's one key tax issue with Mutual Funds: the
Why exactly does it matter which shares from a mutual fund are being gifted? The answers to that question have to do with a) eligibility rules, and b) how the gifted shares are vaulted.
Publicly Held Securities can be a great asset to give if: