Home » Gifts of Stock, Mutual Funds and Estate Planning

Gifts of Stock, Mutual Funds and Estate Planning

Make Beyond Celiac a part of your financial planning by donating publicly traded investments such as stocks and mutual funds.

To make a gift of stock, please contact Mary Tackett at [email protected] or call her at 267-419-2106.

Aside from providing Beyond Celiac with valuable assets that are sold to support our programs and services, you:

  • Receive an immediate income tax deduction based upon the current market value of the gifted stock or mutual fund.
  • Are not taxed on the long-term capital appreciation of the gifted stock or mutual fund.

 


Estate Planning

Making a gift through your estate plan is simple and won’t cost you anything out of pocket today. Find out how you can plan your gift to the foundation and make a significant difference at Beyond Celiac.

How to make a gift from your will:

Name Beyond Celiac as a beneficiary of your will or living trust (either as a residuary bequest or a specific gift amount).

Other Planned Giving Options

Beyond Celiac would be happy to talk with you about other planned giving vehicles that might be beneficial for you, including charitable gift annuities, charitable remainder trusts, charitable lead trusts and donor-advised funds.

To learn more, contact us by mail, phone or email:

Beyond Celiac
Attn: Mary Tackett
PO Box 544
Ambler, PA 19002
Phone: 267-419-2106
[email protected]

 
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