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 Sacred Heart Southern Missions.
Savings Bonds
When your U.S. Saving Bonds mature – or if you redeem a bond before maturity – you will owe income tax on the accumulated interest. The income tax will still be due even if you leave your bonds to your heirs. However, there are ways you can spare your heirs from paying income tax on your Savings Bonds while helping Sacred Heart Southern Missions.
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 Sacred Heart Southern Missions'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.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Sacred Heart Southern Missions.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Sacred Heart Southern Missions.
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.