Learn Which Assets are Most Commonly Used to Fund a Gift.
Stocks & Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting the Rheumatology Research Foundation.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding the Foundation's future.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
The IRA QCD
The IRA Qualified Charitable Distribution, or QCD, is a great way to make a tax-free gift to the Rheumatology Research Foundation.
Donor-Advised Fund
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.
