MADRE's Preferred Planned Giving Options

Gifts of Stock (Gifts of Appreciated Property)

Gifts of stock are a common way for donors to give current gifts without depleting their financial resources. Benefits to the donor include receiving a federal tax deduction of the full market value (selling price) for each stock contribution, avoiding capital gains tax and not triggering the federal alternative minimum tax.

To make a gift of stock to MADRE, call 212-627-0444 for our account information-DTC number, account custodian, broker name, account name and account number. At that time, we will make a record of the name of the donor, the names and number of shares of the stock being donated, the current value of the stock and the name of the broker.

Bequests

On average, 80 percent of planned gifts in the United States are made in the form of bequests. They are the simplest form of planned giving because they entail little more than adding an organization such as MADRE to your will.

To include MADRE in your will, simply list our name and tax identification (or EIN) number, which is 13-3280194. Once you have added these to your will, you maintain the option of adjusting the size of the gift as you wish.

 

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