Gifts of stock and securities are a great way to support connected communities.
Stock Transfer Option
Giving gifts of appreciated securities is a great way to support TART Trails while also saving on your tax bill. Please visit Gifts of Stock or Mutual Funds for instructions on how to make a gift of stock or mutual fund shares.
Qualified Charitable Distribution
For anyone over the age of 70 ½, making a Qualified Charitable Distribution (QCD) from their IRA provides a way to make a tax and penalty free donation. The funds must go directly from the IRA to the charity. Please visit Qualified Charitable Distribution for instructions.
Donor Advised Funds
Another great option to minimize taxes when making a charitable contribution is to bundle your charitable gifts with the use of a Donor Advised Fund. By opening a fund, you receive a charitable deduction, and have the option of gifting from that fund whenever you want. This not only allows you to take advantage of itemizing your taxes, but it also organizes and simplifies your charitable giving.
For questions about any of these ways to give, please contact Casey Ressl at email@example.com, (O) 231.941.4300 or (C) 231.360.3604.
Legal Name: Traverse Area Recreation and Transportation Trails, Inc.
Federal Tax ID # 38-2847396