Ways To Give
There are a number of ways to support Stewart-Marchman and its programs and services. You can make this invest-ment in your community through a variety of financial alternatives, from a one-time gift of cash to a three-year pledge. Many choices are tax-deductible, and we encourage you to consult with your tax advisor to determine which way of giving is best for you.
Outright Gifts of Cash - Pledges of cash gifts, the most needed form, are most welcome. Cash gifts allow the Center to meet the cash flow requirements of construction costs and provide an immediate tax deduction to donors depending on their tax situation.
Gift of Appreciated Securities - A tax deduction for a gift of securities (corporate stock, or bonds or mutual funds) may be greater than a cash gift provide your base (the amount you paid) is lower than its current appreciated value. The Center will sell the securities and apply the proceeds to the construction fund.
Real Estate - By giving real estate you avoid the difficulties of selling property and pay no capital gains taxes. Our research must indicate that we can sell the property. The proceeds from the sale are then applied to the construction fund.
Long Term Investments That Pay Income To Donors - Trusts can be established where you as donor can receive income during your lifetime and at the same time provide income to the Center. Various trust gifts allow donors to receive a major tax-deduction for establishing charitable trusts. Please consult your legal advisor.
New IRS Rules on Giving from IRA's - The Pension Protection Act of 2006 allows taxpayers/donors to direct charitable transfers from their Individual Retirement Accounts. If a donor couple is 70.5 years of age or older, he/she may be eligible to transfer up to $100,000 each, $200,000 total per couple, to charity from their IRA per year in 2006 and 2007. Please consult your legal/financial advisor.