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
 
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Appreciated Securities

CLICK HERE FOR A DETAILED EXPLANATION





How It Works

You transfer securities to the Institute of HeartMath

IHM sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits IHM later.

More

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




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