|
Project Vote Smart accepts gifts of publicly
traded stocks, bonds and mutual funds. If a broker holds the securities,
inform the broker that you wish to donate securities to Project
Vote Smart. Your broker should contact Project Vote Smart to transmit
the details of the gift and obtain the Project's brokerage account
information.
Life insurance policies may provide a significant gift at minimal
cost, since the death benefit received is always greater than the
premiums paid. Both existing and new policies make appropriate gifts.
Gifts of real estate can be made outright or as a bequest in your
will. The Project would sell the property and place the proceeds
in The Legacy Endowment Fund.
Project Vote Smart can be named primary or contingent beneficiary
on retirement programs such as IRAs, annuities, Keoghs, 401(k) plans,
and other pension and profit sharing plans. Any funds remaining
in these accounts at the participant' death would revert to Project
Vote Smart.
Each of these gift options may provide reduced taxes at the time
of the gift or to your estate. This is intended to provide an overview
of several valuable gift options. Project Vote Smart cannot render
tax or legal advice and this information is not intended as such.
It is recommended that donors consult with their tax counsel or
legal adviser prior to finalizing a bequest or major gift other
than cash or securities.
|
If you are interested in
making a gift of securities, life insurance policies, real estate,
or retirement plan benefits contact the membership department at
406-859-8683 or membership@vote-smart.org.
|