Stocks, Trusts and Other Gifts
There are several different ways to provide financial support to the CdLS Foundation that offer tax benefits to you and your estate.
Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. In addition to receiving a charitable deduction for the full, fair market value of the gift, the donor avoids any potential tax on the capital-gains of the gift, as well as sales commission that would be payable upon the sale of the assets.
Trusts allow you to make a charitable donation, receive a tax deduction, and receive income for life or a lump sum payout for you or a designated beneficiary.
You can donate all or part of an IRA, receive a tax deduction and avoid income tax on the gift amount. All or part of a personal retirement fund can also be donated with a reduction in, or elimination of, associated estate taxes.
Convert your car, truck or RV into a tax deductable donation benefiting the Foundation. You can donate online or call 877-999-8322.
To make a donation of stock, or for information on any of the above options, please contact the Foundation at 800-753-2357 or e-mail Marie Malloy.
This information is not intended as legal, tax or investment advice. For such advice, please consult an attorney tax professional or investment professional.