Learn which assets are most commonly used to fund a gift.
Stocks & Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting charitable causes you care about.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding the future of nonprofits that are important to you.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift through Community Foundation Tampa Bay.
