Gifts of Stock, Mutual Funds, IRA Rollover

You Can Secure Our Future

We depend on people like you. As a 501(c)(3), individual and business support makes up a third of our total annual revenue.  In addition to cash, you can help us soar higher by making gifts of marketable securities and mutual funds. Now is a wonderful time to give this way. And it is so easy!

 

Gifts of Stocks, Bonds, and Certificates of Deposit

If you have held appreciated securities (increased in value) for at least one year, simply transfer these securities to the National Aviary's Investment Account. You do not need to sell them first. This way, you will avoid capital gains tax on the sale. This is a great way to make a tax-efficient donation. When you transfer, you are eligible for an income tax deduction for the full fair-market value of the securities (up to 30% of your adjusted gross income). 

 

Gifts of Mutual Funds

Gifts of Mutual Funds provide the same tax advantages. If fund shares have increased in value, they should be transferred to the National Aviary's Investment Account. Mutual funds generally take longer to transfer.  If you want to give your mutual fund as a year-end gift, consider transferring before or around Thanksgiving.

 

IRA Charitable Rollover

The IRA charitable rollover has proven to be very popular with taxpayers and beneficial to charities. Individuals aged 70 ½ or older may transfer up to $100,000 annually from their IRA accounts directly to the National Aviary without first having to recognize the distribution as income.

 

How to Transfer

We will be pleased to provide information to you/your advisors on how to make these tax-efficient gifts. Contact Ted Bartlett, Philanthropy Manager, at (412) 258-9433 or ted.bartlett@aviary.org