Other Ways to Give
Gifts of Stock
You may donate shares of publicly traded stock to the Independent Institute and avoid capital gains tax when the stock is sold. We receive stock gifts directly through your brokerage account and you receive a charitable income tax deduction, usually equivalent to fair market value as determined under IRS guidelines. We will sell the stock immediately and apply the net proceeds toward advancing free and prosperous societies.
To give a gift of stock please contact our Development Manager Katherine Modesitt at email@example.com or (510) 568-2216 and let us know that you would like to make the gift. Then simply call your broker with the information below:
Contact: Ronald Wherritt
Email address: firstname.lastname@example.org
Transfer instructions for stock should reference:
Wells Fargo Advisors
c/o First Clearing
for the benefit of: Independent Institute
DTC Number: 0141
Gifts from Retirement Plans
Making a gift of retirement account assets during your lifetime is permitted under recent law and can be financially beneficial. Retirement plan assets (those in qualified plans and IRAs) are ideal for charitable giving purposes. Contact Katherine Modesitt, Development Manager at email@example.com for information on making a planned gift with retirement assets. Please also check with your tax advisor about making a gift of retirement plan assets.
Planned Giving and Bequests
Including a charitable bequest in your will is a simple way to make a lasting and significant gift to Independent and the future of liberty and free societies. In doing so you leave a legacy of liberty, yet preserve and enjoy assets during your lifetime. Plus, the assets distributed to the Independent Institute are exempt from estate tax. You can leave a bequest to the Independent Institute by adding to an existing will or drafting a new one. To make a future gift of retirement plan assets simply requires a designation of the Independent Institute as the beneficiary of the plan.
For more information about how your charitable bequest can benefit the Independent Institute, please contact Katherine Modesitt, Development Manager at firstname.lastname@example.org. We also recommend that you consult with your tax advisor or planning professional.
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The Independent Institute now accepts donations via Bitcoin
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