Donation of Assets - Investments - Life Insurance - Estates
The Foundation accepts donations of certain assets or investments:•Marketable securities (stocks, bonds, mutual funds, etc.);•Artwork, coin collections, jewelry - subject to appraisal;•Royalties, other intangible assets - subject to appraisal;•Life Insurance Policies (where the Foundation is named as a beneficiary);•Life Income GiftsoCharitable Remainder TrustsoCharitable Lead TrustsoLife estate (personal residence / farm)•Deferred Gifts oBequests from Donors as directed by their wills;oLifetime gifts of retirement assets (retirement accounts, IRS, 401(k) plans etc.)All gifts to the Foundation are accepted under the following conditions:•Gifts fall within the broad charitable purposes for which the Foundation was organized;•Gifts are of a nature that, once appraised, will not place the existing assets of the Foundation at risk;•Gifts that once accepted, can easily be converted into a type of asset that is described in the Foundations Statement of Investment Policy;•Gifts that ensure that the Foundation is willing and able to administer the terms of the gift in accordance with the Donor’s wishes, and;•Any Gift of Real Estate will be further evaluated in accordance with the Foundation’s Guidelines for Acceptance of Real Property Gifts.