Assets You Can Give

Here is a more complete listing of types of properties that can be used to make charitable gifts in appropriate circumstances. Check with us or your advisors if you are interested in making a gift of one of the following, as special rules may apply:

  • Publicly Traded Securities
    • Publicly Traded Debt Instruments
      • Government and Corporate Debt Instruments
      • Series EE/HH Savings Bonds
      • Tax-Free Municipal Bonds
      • Zero Coupon Bonds
    • Publicly Traded Equity Instruments
      • Common and Preferred Stock
      • Listed Options
      • Master Limited Partnerships
      • Mutual Funds
      • Real Estate Investments Trusts
      • Rule 144/145 Restricted Stock
  • Privately Held Business Interests
    • C Corporation Stock
    • Limited Liability Company Interests
    • Partnership Interests
    • S Corporation Stock
  • Real Property
    • Agricultural Property
    • Commercial Property used in business
    • Improved Investment Property
    • Personal Residence
    • Unimproved Land
    • Stock in Cooperative Housing Development
  • Tangible Personal Property
    • Art
    • Collections of Value
    • Jewelry
    • Antiques
    • Vehicles
    • Boats
  • Intangible Property
    • Copyrights
    • Royalties
    • Patents 
    • Installment Obligations
    • IRAs and Other Retirement Accounts
    • Life Insurance Contracts
    • Tax-Deferred Annuity Contracts

 

Copyright (c) 2014 The Sharpe Group, Inc.