What Assets Can I Give?
Below is a list of assets that may be used to make charitable gifts in appropriate circumstances. Check with us and your advisors if you are interested in making a gift of one of the following, as special rules may apply.
Publicly Traded Securities
- Publicly Traded Bonds
- Government and Corporate Debt Instruments
- Series EE/HH Savings Bonds
- Tax-Free Municipal Bonds
- Zero Coupon Bonds
- Publicly Traded Business Interests
- Common and Preferred Stock
- Traded Options
- Mutual Funds
- Real Estate Investment Trusts
Privately Held Business Interests
- C Corporation Stock
- Limited Liability Company Interests
- Partnership Interests
- S Corporation Stock
Intangible Property
- IRAs and Other Retirement Accounts
- Life Insurance Contracts
- Commercial Annuity Contracts
For more information see Cash & Noncash Gifts.
