Assets You May Give

The following represent the types of properties that may 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 Bonds
      • Government and Corporate Debt Instruments
      • Series EE/HH Savings Bonds
      • Tax-Free Municipal Bonds
      • Zero Coupon Bonds
    • Publicly Traded Business Interests
      • Common and Preferred Stock
      • Traded Options
      • Mutual Funds
      • Real Estate Investments Trusts
  • Privately Held Business Interests
    • C Corporation Stock
    • Limited Liability Company Interests
    • Partnership Interests
    • S Corporation Stock
  • Real Property
    • Primary Personal Residence
    • Vacation Homes
    • Agricultural Property
    • Commercial Property
    • Improved Investment Property
    • Unimproved Land
    • Stock in Cooperative Housing Development
  • Tangible Personal Property
    • Art
    • Collections of Value
    • Jewelry
    • Antiques
    • Vehicles
    • Boats and Automobiles
  • Intangible Property
    • Copyrights
    • Royalties
    • Patents 
    • Installment Obligations
    • IRAs and Other Retirement Accounts
    • Life Insurance Contracts
    • Commercial Annuity Contracts

 

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