‘Tis the season of giving, and there are a variety of benefits to philanthropy and ways to give this holiday season to make an impact on life-saving research and brain aneurysm prevention.
The Bee Foundation wants to help you know your options on ways to donate — and how they might benefit you.
1. Stock Transfer – Make a larger impact than you ever thought possible.
Contributing securities can be a cost-effective way to maximize philanthropic options while minimizing tax liability. Please contact The Bee Foundation at info@thebeefoundation.org to obtain transfer instructions for a gift of securities.
2. IRA Rollover – Use your years of savvy financial planning to do good.
If you have reached or are nearing 70.5 years-old, you may be looking for a way to lower the income tax on your required minimum distribution (RMD) while also making a big impact on a cause that is important to you.
3. Donor-Advised Fund – Plan for your philanthropic future
A donor-advised fund is like an investment account, specifically for charitable contributions. You open your account with a public charity and then deposit cash or other non-cash assets into the account. Finally, you control your investments and decide when to distribute the funds to the charities you care about. Talk with your financial advisor if you are interested in setting one up.
4. Bequest – Establish your legacy
Including The Bee Foundation in your estate plan is a wonderful way to ensure that your impact on brain aneurysm prevention is everlasting.
We are so grateful for people like you who make a difference in the lives of the patients and families. If you have questions about making your year-end gift, please contact us. Best wishes to you and your family for a safe, happy, and healthy holiday season.
