Gifts of mutual funds, stocks, bonds, IRAs, cash, or other financial assets are wonderful ways to support Beautiful Day’s job training programs for refugees. 

Examples are: 

• Stocks & Mutual Funds:

• Gifts of appreciated securities, such as mutual funds or stocks, directly to a charity may help you avoid capital gains tax and net investment tax.

• IRA:

• If you are 70 ½ or older, a gift distribution from your IRA directly to a charity will allow you to avoid reporting income directly from an IRA distribution.

• The IRS allows you to use a required minimum distribution from your IRA as qualified charitable distribution on a tax-free basis.

• Donor Advised Funds

• Insurance Policies

If you would like to discuss gifting of assets, please reach out to Rebecca Garland, Associate Director, by completing the form below:

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