MAKE A GIFT

Ways To Give Wisely (Planned Giving)

• Appreciated Assets - Stocks, Real Estate
• Gifts That Cost Nothing During Lifetime - Bequests: Specific, Residuary or Contingent
• Gift Plans - Retained Life Estates, Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts
• Assets You Can Give - Cash, Personal Property, Stock
• Gifts That Pay You Back - Charitable Gift Annuities
 
Donate Now Click Here  Donate Now


Personal Property

You can give IHM investment partnership shares or closely-held stock, as an outright transfer or to fund a life-income gift. Such a gift should be carefully reviewed by your legal and tax counsel first, and we will also assess it before we proceed.


How it works

You transfer a valuable painting, antiques, collectibles or other personal property to the Institute of HeartMath.

After the transfer, IHM may elect to hold the property and display or use it in the furtherance of its mission. Another option is for IHM to sell the property at some point in the future and use the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of your gift and pay no capital gains tax, provided your gift satisfies the "related use" requirements of the IRS.
  • In certain cases, you can use personal property to fund a life-income gift that provides you with income now and benefits IHM.
  • You can have the satisfaction of making a significant gift now to IHM without adversely affecting your cash flow.

More

To learn more about gifts of Personal Property, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.




e-mail this page
back to top 
HOME        |     RESEARCH     |     EDUCATION     |     JOIN / GIVE      |     FAQ     |     NEWS     |     FREE SERVICES     |     ALLIANCES     |      CONTACT US      |     PRODUCTS
Institute of HeartMath®  14700 West Park Ave.  Boulder Creek, CA  95006   |  tel (831) 338-8500  |  fax (831) 338-8504  |  info@heartmath.org  |  Privacy Policy  |  Copyright