Gifts of Stock
The ACO is happy to accept gifts of appreciated stock. While helping to offset capital gains for you, appreciated stock acts much as a direct cash gift. Based on our established gift-acceptance policies, the ACO will sell the stock upon receipt and acknowledge the sale amount for your tax records.
Ira, Retirement or Insurance Gifts
If you choose to direct all or part of your required annual distribution from an IRA to the ACO, you may do so up to $100,000 tax-free. The ACO can also be included as a beneficiary of all or part of a retirement account or life insurance policy.