Planned Giving
Gifts of Securities
Gifts of stocks, bonds or mutual funds are encouraged when supporters want to make a charitable gift and avoid capital gains tax. Please reach out to Candace Sigler in the Advancement Department for delivery details to share with your brokerage provider to complete your gift.
Direct Qualified Charitable Distribution from a Retirement Account
Benefactors can make charitable gifts using funds from tax-deferred individual retirement accounts (IRAs). Donors may use this strategy to satisfy part, or all, of their required minimum distribution and lower overall tax liability to benefit St. Joe.
Planned Gifts
Planned gifts provide opportunities to make a meaningful commitment to the campaign now as part of your financial and estate planning. Such gifts can allow donors to accomplish charitable giving goals and take advantage of tax laws. Opportunities may include:
- Bequests from a will or a living trust
- Life insurance
- Real estate
- Designating St. Joe as a beneficiary (for example, brokerage transfer on death agreement, retirement account beneficiaries or life insurance beneficiaries)
- Various trust options (for example, a charitable lead trust)