How to Donate - Non-Cash Asset Gifts
APPRECIATED SECURITIES, STOCKS & BONDS
These gifts can offer potentially significant tax advantages and often are a way to make a more generous gift.
Discuss the benefits of this type of gift with your tax advisor. No capital gains taxes will be applied when you donate stocks or bonds directly to Margaret Pratt Community.
For account details, please contact us or the account manager directly.
Brokerage Firm: Osaic Institution
Attn: John Trombetta
Phone: 802-757-7997
RETIREMENT ASSETS
A gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is another excellent way to support Margaret Pratt Community. Consult with your financial advisor or plan administrator to learn more.
INSURANCE POLICIES
Making a gift of a paid insurance policy that you no longer need is a great way to make a generous gift. Contact your broker for more details.