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.

2020 Giving Alert

 

As you plan your 2020 year-end giving, please consider a charitable contribution to Beyond Celiac, the only organization uniting patients, scientists and the pharmaceutical industry to accelerate research toward treatments and a cure.

Give To Our End-Of-Year Campaign.

Since capital gains may be high for individuals as we close out 2020, there are clear tax advantages for our donors to make gifts of appreciated assets. If you donate long-term appreciated assets like bonds, stocks or real estate to charity, you generally don’t have to pay capital gains, and you can take an income tax deduction for the full fair-market value. It can be up to 30 percent of your adjusted gross income.

In addition, the CARES Act (1) gives donors who plan to take the standard deduction the option to claim an above-the-line deduction of up to $300 for cash contributions to charities and (2) raises the limitation for cash contributions to a public charity up to 100% of AGI (adjusted gross income) for gifts given in 2020 only.

In both cases, the cash donations must be made directly to the nonprofit, not through donor-advised funds or private foundations.

Consult your tax advisor today.


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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