Stocks and Mutual Funds
Heritage Conservancy gratefully accepts and encourages gifts of stock. A tax-deductible gift of appreciated stock is a tax-efficient way of giving that may help you give more – and will help Heritage Conservancy have an even greater impact in the community. By donating appreciated securities, you contribute the stock’s market value while eliminating capital gains taxes that would be incurred by selling the stock. Share these instructions with your broker to electronically transfer securities to Heritage Conservancy.
Retirement Plans
Heritage Conservancy also encourages gifts from retirement accounts. If you are 70½ or older, you can make a tax-free Qualified Charitable Distribution from your traditional or Roth IRA without incurring federal income tax on the withdrawal. And if you are 72 or older, the distribution can count toward your annual Required Minimum Distribution.
You can also Name Heritage Conservancy as a beneficiary of your IRA, 401k, or other qualified plan through this tax-efficient way of giving.
Donor Advised Funds
Donor-advised funds (DAFs) are the fastest-growing charitable giving vehicle and provide opportunistic tax benefits. You can support the Conservancy by contacting the organization that sponsors your DAF and recommending a grant be made to Heritage Conservancy.
Contact your Attorney or Advisor to discuss opportunities and tax benefits.
For questions directed to Heritage Conservancy, contact Heather Gaghan:
Heather Gaghan
Associate Director of Development
215-345-7020 ext. 103
hgaghan@heritageconservancy.org