GIVING STOCK, REAL ESTATE OR OTHER ASSETS

Giving Stock, Real Estate or Other Assets 

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Most charitable gifts to Positive Options are given in the form of cash because this is so familiar. However, this may not be the most cost-effective way for you to give. 

 

You can increase your potential impact – and experience significant tax savings – by giving non-cash assets.
 

Examples of Non-Cash Assets

 

• Stock or marketable securities

• Real estate

• Business interests

• Farm commodities

• Life insurance

• Retirement benefits, such as Gifts From Your IRA
   

Benefits of Giving Non-Cash Assets

 

• Tax-wise. Receive a fair market value deduction at the time of your gift and avoid tax liability on the sale of appreciated assets.

 

• Eliminate hassles. Give assets you no longer need or want to manage (such as rental properties or vacation homes) for the benefit of Positive Options.

 

 

Learn More: Discover smart and powerful ways to increase the impact of your generosity. Call Marilyn at 616.396.8127 ext. 250  or email marilyn.cudahy@lpcenters.com