What to Give

Nearly any asset can be converted to do good, often with tax and estate-planning benefits.  Friends and family can also give to your charitable fund. The Cape Cod Foundation team will help you explore options that meet your financial and charitable goals.  We also encourage you to include family members in your creating your Strategic Philanthropic Plan when appropriate and seek the advice of trusted financial advisors and estate planners to provide clarity, demystify the process, and tailor strategies that give you financial security and meet familial obligations.

Cash

Cash can be accepted at any time via check, electronic transfers, or online.

Stocks and Bonds

By donating appreciated securities, including stock or bonds, you can avoid paying capital gains tax on the sale of appreciated stock and receive a charitable income tax deduction.

Real Estate

By donating appreciated real estate, such as a home, vacation property, commercial property, or undeveloped land, you can avoid paying capital gains tax on the sale of the real estate and receive a charitable income tax deduction based on the value of your gift.

Life Insurance

You can make a gift of a life insurance policy that has outlasted its original use or name a nonprofit organization(s) as the beneficiary of your policy.

Retirement Assets

Retirement assets include IRAs, 401Ks, 403(b) pensions, or other tax-deferred plans. By donating part or all of your unused retirement assets, you can avoid a potential estate tax and receive potential estate tax savings from an estate tax deduction. In addition, your heirs will avoid income tax on any retirement assets funded on a pre-tax basis.  There are also benefits to donating all or part of your Minimum Required Distribution to charity.