Assets To Use

What to Use in Making a Planned Gift

Making a Planned GiftHere is information to learn more about the assets most commonly used to fund a gift.

Cash—Making a donation of cash is as simple as writing a check or authorizing a charge on your credit card. From your standpoint, it’s no fuss, no bother. Find out how Army and Navy can put your contribution to work without delay.

Securities—Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for a minimum of a year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself.

Retirement Plan Assets—If you’re like many Americans, your financial future will likely revolve around your retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax values to a tax-exempt deferred giving plan.

Savings Bonds—Savings bonds—likely the nation’s most widely held appreciated asset—represent major assets that may have stopped growing and are now just waiting to be put to use. A tax-wise use for your appreciated savings bonds is to support a cause you care about.

Real Estate—Using real estate, such as your house, farm or commercial property, to fund a gift allows you to preserve your cash assets and receive significant tax advantages.

Closely Held Stock—A donation of your closely held stock can be a fine way for you to make a sizable charitable contribution while realizing valuable tax benefits.

Life Insurance—Donating your life insurance could be a wonderful way to fulfill your desire to support our work. By making Army and Navy Academy the beneficiary of an existing policy, you make good use of your resources and expand your ability to make a significant gift.

If you would like to discuss any of these options, please call 760.547.5279 or send us an email. Thanks for caring, and for sharing with Army and Navy Academy!