Gifts of Stocks, Securities or IRA

Gifts of Stocks, Securities or IRA

Donating securities held long term (more than one year) may be an effective way for you to give. You may donate publicly traded securities to RTT and may avoid capital gains taxes. You may save substantially more in taxes by giving securities as opposed to cash.

 

IRA Rollover gifts: Individuals who are 70½ or older may be transfer up to $100,000 a year directly from their traditional or Roth IRA to a qualified charity, such as RTT. It may reduce your personal taxes and can count toward your required minimum distribution. Always consult with your financial advisor. 

 

For more information to make a gift of life insurance, stock or other securities, IRA or a donor advised fund please email or call us at 892-2813, X10.