You may also donate stocks, bonds, brokerage accounts, and, in some circumstances, property to the Acton Institute. When you give to the Acton Institute, a contribution from one of your appreciated assets and a cash gift both allow the same tax deduction. However, when you use appreciated securities to make the gift, you do not pay capital gains tax on the appreciation.
There are a variety of ways to make a charitable gift that will generate lifetime income for you or your loved ones while providing current tax benefits. These gifts usually require more specific details. Please call for more information regarding these types of gifts.
For specific information on a particular type of gift, please contact Charles Roelofs at 616-454-3080 or via e-mail at croelofs@acton.org.
Acton Institute for the Study of Religion and Liberty
161 Ottawa Ave. NW
Suite 301
Grand Rapids, MI 49503
www.acton.org
616-454-3080
The information contained on these pages is not intended as legal or tax advice but as general information on planned giving. Laws governing planned giving and estate planning will vary from state to state and on your individual circumstances. The Acton Institute encourages all planned gift donors to consult an independent advisor and/or attorney before finalizing the types of gifts covered in this material.