WAYS TO GIVEFunding Your Plan

You can make a gift to any fund, during or after your lifetime, with a variety of assets, including:

  • Cash
  • Appreciated marketable securities (stocks, bonds, mutual funds)
  • Israel bonds
  • Distributions or beneficiary designation from your retirement account(s)*
  • Life insurance policies
  • Certain real estate, such as personal residence or commercial property

* Qualified Charitable Distributions (QCDs) from IRAs may not be contributed to a Donor Advised Fund.

Consult with your professional advisor about potential tax advantages of contributing certain assets. All gifts are subject to the Foundation’s gift acceptance policies.

To learn more about Funding Your Plan, contact our Executive Director, 505.348.4472.