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 the Catalina Island Conservancy.
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 the Conservancy'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 the Conservancy.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support the Conservancy.
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.