Assets You Can Give
One of the advantages of working with a community foundation is its ability to accept virtually any type of asset as long as it is marketable. When you donate to the Community Foundation for Kettering, you should seek the assistance of professional financial advisors who will help you discover the best tax advantage as you meet your tax goals.
Ways you can give now
- Cash – Gifts of cash are the easiest and most popular form of giving. You also may use your Visa, MasterCard or American Express to donate online.
- Appreciated Securities – Get the most tax savings by contributing securities with unrealized long-term capital gains instead of selling the assets and donating the proceeds. You may donate stock you’ve owned for more than a year and other marketable securities, such as bonds, Treasury Bills or mutual funds for tax-saving advantages.
- Real Estate and Other Real Property – Gifts of real estate entitle you to a charitable deduction for the fair market value of the property. Gifts of personal property, such as artwork, collectibles and jewelry, may also be considered on a case-by-case basis.
- Closely Held Stock/Limited Liability Partnership Interests – Closely held stocks are shares in a privately owned business and may be contributed outright.
Legacy gifts (planned and deferred gift vehicles)
A variety of vehicles exist for planned and deferred gifts, including