There are other creative ways to make a gift besides writing a check or donating with a credit card. Here are some of the most popular ways that financially savvy donors use to support YGB’s work to find loving, permanent families for youth in foster care.
GIVE A GIFT OF APPRECIATED STOCK
Consider transferring shares of appreciated stock that you have owned more than a year (long-term). You will be eligible for a charitable tax deduction for the full value of the stock rather than the cost basis, and you avoid paying capital gains tax. Your broker or investment advisor will need the following information:
You Gotta Believe’s Brokerage Account Information
Name of account: You Gotta Believe
Name of Broker: Morgan Stanley
DTC Number: 0015
Account: 856-011726
Tax ID: 11-3272603
Important Note: Please contact Stephanie Arcella at sarcella@yougottabelieve.org so we can be on the lookout for your stock gift and acknowledge it properly.
BEQUESTS IN WILLS OR REVOCABLE TRUSTS
GIFTS OF RETIREMENT
ASSETS
GIVE RETIREMENT ASSETS
NOW
If you are 70 ½ or older you can support our current work with a tax advantaged gift directly from your IRA. This is called a Qualified Charitable Distribution or IRA Charitable Rollover. Your gift must come directly to us from your IRA, must come from a traditional IRA account and cannot exceed $100,000 annually. While your gift will not qualify for a charitable tax deduction, it can be very tax advantageous because any amount you transfer to us does not count as taxable income. Additionally, your gift counts against your Required Minimum Distribution (RMD) if you are age 72 or older.
Your IRA administrator should be able to help you make this gift, but you can contact us for more information at sarcella@yougottabelieve.org.