THANK YOU
We encourage you to explore the options that are advantageous to you.
A gift of securities
You may earn a charitable deduction based on the fair market value on the date of the gift. If you have held the securities for more than a year, you could incur a capital gains tax when you sell the securities. But by giving the appreciated value to a charity, you could avoid that capital gains tax.
Establishment of a charitable trust
You may earn a charitable deduction based on the fair market value on the date of the gift. If you have held the securities for more than a year, you could incur a capital gains tax when you sell the securities. But by giving the appreciated value to a charity, you could avoid that capital gains tax.
A gift of life insurance
You may earn a charitable deduction based on the fair market value on the date of the gift. If you have held the securities for more than a year, you could incur a capital gains tax when you sell the securities. But by giving the appreciated value to a charity, you could avoid that capital gains tax.
An IRA rollover gift
As part of the Emergency Economic Stabilization Act of 2008, individuals age 70 or older may transfer up to $100,000 from a traditional or Roth IRA directly to HVAF without claiming the transfer as income
Charitable gift annuity
If you are 65 years old or above, you can earn guaranteed income for life and a charitable tax deduction now – all while helping HVAF. It is also an alternative if you are seeking to reduce your stock exposure. (Minimum deposit of $10,000 required to set up annuity.)
As we express our gratitude, we must never forget the largest appreciation is not to utter words, but live by them.
