Outright gifts to CNEWA preferably are not restricted; however donors may restrict their gifts temporarily or permanently for a particular purpose.
Gifts of marketable securities are easy to transfer and value and provide certain tax advantages to the donor: an immediate charitable deduction for the full fair-market value of the gifts and avoidance of capital gains tax.
Mutual Fund Shares
Since gifts using mutual fund shares often require an additional step or two, CNEWA should be contacted prior to the gift being made.
Real estate may also be used for gifts to CNEWA. However, because of the legal liabilities involved in the transfer of property, CNEWA should be contacted prior to the gift being made.
Personal property, such as art or antiques, may also be used for gifts to CNEWA to be used for its tax-exempt function. The donor receives a charitable deduction based on the full fair-market value of the gift.
Closely Held Securities
Gifts of closely held securities offer an alternative form of philanthropy with somewhat different tax implications.
Donor Advised Fund (DAF)
A donor advised fund (DAF) is a charitable giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes.
CNEWA’s Office of Development is available to assist you with any additional information you may need.
Please contact our development department at 1-877-284-3806 or email us at email@example.com.