How to Make a Gift of Appreciated Stock
- A step by step guide to making a gift of appreciated stock
How to Make an IRA Rollover Gift
- Benefits of Making an IRA Rollover Gift
- Sample letters to assist with making an IRA Rollover Gift
Did You Know?
City of Hope supporters like you can avoid some taxes while supporting lifesaving treatments and research. A variety of gifts can help reduce income, capital gains or estate taxes. Here are just two.
Charitable gifts of appreciated stock or mutual funds are a smart tax strategy. You’ll save on taxes two ways if you donate stock to City of Hope:
- Avoid capital gains and investment taxes.
- Enjoy a charitable income tax deduction.
Here’s an example >>
To qualify >>
Charitable IRA Rollover gifts offer you many benefits:
- Use a portion of your Required Minimum Distribution to make a year-end gift to City of Hope and you don’t pay income taxes on the amount you donate.
- Receive a quick and easy estate tax reduction.
- Fulfill part or all of your required minimum distribution for this year.
- Reduce assets in your IRA account, up to a total of $100,000 each year or $200,000 for married couples
- Advance lifesaving research and patient care.
For example >>
To qualify >>
Your gift can benefit you today and City of Hope patients for years to come.
For assistance in making a Charitable IRA Rollover gift, please contact Thelma Villafuerte at 800-232-3314 or firstname.lastname@example.org. We would greatly appreciate being informed of your generosity so that we can be prepared to provide a proper and timely IRS acknowledgment.
“I wanted to do something for City of Hope and because I save on taxes, my IRA Rollover donation enables me to make a larger gift than I would otherwise be able to make.”
Leslie Bernstein, Ph.D., R.N., Professor,
Division of Cancer Etiology, City of Hope
The Wall Street Journal touted this method of giving, saying:
“While the taxpayer doesn’t get a deduction for the gift, neither does it count as income. This popular move can also help reduce a taxpayer’s adjusted gross income, which in turn can help minimize Medicare premiums or taxes on Social Security benefits.”