Stocks and IRAs

ICR is grateful for, and well-equipped to receive, gifts of IRAs, publicly traded stocks and mutual funds.

Many choose to give appreciated stock or property and find it not only of benefit to ICR, but to their own circumstance at tax time. To avoid the significant tax burden on the sale of appreciated stock, it may make sense to give the shares directly to federally-qualified charitable organizations. Shares that have been held for at least one year may be given this way, providing significant tax savings by allowing the donor to deduct the full market value from income tax, while also avoiding capital gains tax. Check with your tax adviser to reap the best benefits.

We can send instructions and ICR's brokerage information to facilitate the transfer. Please call our Accounting Department at 800.337.0375 or send an email to stewardship@icr.org.