Gifts Of Mutual Funds

GIFTS OF MUTUAL FUNDS

Charitable gifts of mutual funds are commonplace and a great way to support St. Vincent de Paul Georgia.

HOW TO GIVE MUTUAL FUNDS

For mutual funds that are IRA and 401K assets, both income and estate taxes can be avoided by donating these assets to St. Vincent de Paul Georgia. SVdP Georgia can be designated as the beneficiary of the retirement plan or the estate can be made beneficiary and the IRA assets allocated to St. Vincent de Paul Georgia by will.

DEFERRED GIFTS OF MUTUAL FUNDS BENEFICIARY INFO

• Appreciated mutual funds held for more than 1 year provide the same income tax deductions for the value of the gift as stocks held individually without being taxed on capital gains.