Stocks, IRA, and DAF Gifts

Un regalo de acciones que cotizan en bolsa puede ser un beneficio para usted y para AIM en Melanoma.

Consulte a su asesor fiscal para conocer su situación específica, pero a continuación se indican las ventajas generales de donar acciones que cotizan en bolsa y que han aumentado de valor y que se han poseído durante más de un año:

• El donante evita pagar cualquier impuesto sobre las ganancias de capital por el aumento del valor de sus acciones
• El donante recibe una deducción fiscal por el valor total de mercado de las acciones en la fecha de la donación.
• Donor may also save by not incurring brokerage fees due to transferring ownership
• La transferencia de acciones antes del 31 de diciembre permite a los donantes solicitar la deducción fiscal en la declaración de impuestos de ese año.

El beneficio más importante es que un regalo como éste le permite apoyar el trabajo vital de AIM en Melanoma.

Por favor, siga estas instrucciones para regalar acciones a AIM:

• Send us an email and let us know of your gift: the name of the corporation, number of shares, expected transfer date and name/contact information of your broker. It’s critical that you let us know of a gift so we can thank you and send you a tax acknowledgment.
• Indique a su agente que entregue las acciones a la cuenta de AIM at Melanoma en JPMorgan Securities
  • DTC 0352
  • A beneficio de la cuenta #202-11873

Si tiene alguna pregunta, póngase en contacto con Alicia Rowell. Gracias por su apoyo.

A gift to AIM through a Qualified Charitable Distribution (QCD), also known as IRA Charitable Rollover Gift, can greatly benefit both you and AIM.

QCDs are distributions paid directly from an Individual Retirement Account to a charity. In most cases, QCDs lower a donor’s overall taxable income and are one of the most tax-efficient ways to make a charitable gift. Individuals who are 70.5 years of age or older can give a QCD from a traditional IRA and can use QCDs to meet their Required Minimum Distributions (RMDs) for the year.

A single person may give up to $100,000 per year, and a married couple may give up to $200,000 per year from separate accounts.

Check with your financial advisor for your specific situation, but the following are general benefits of giving from your IRA:

• It’s easy: Just contact your plan administrator
• It’s tax-savvy: Distributions made directly to charity are not treated as taxable income
• It’s necessary: Distributions qualify for all or part of your required minimum distribution (RMD)

Interested in giving AIM a gift via a QCD? Contact your plan administrator and give AIM’s information: AIM at Melanoma, Attention: Alicia Rowell, 5729 Lebanon Road, Suite 144-305, Frisco, TX 75034 |Fed Tax ID: 56-2427805

Giving a gift to AIM at Melanoma from your DAF is convenient and easy for you and impactful for us.

DAFs enable individuals to make a contribution to the DAF, receive an immediate tax deduction, and recommend grants from the fund to their favorite charities over time.

If you have a DAF, you can recommend grants directly to support AIM at Melanoma.

Please contact your DAF representative and ask that your grant be sent to AIM at the following address: AIM at Melanoma, Attention: Alicia Rowell, 5729 Lebanon Road, Suite 144-305, Frisco, TX 75034

Ask your DAF representative to include your name and address on the distribution, so we know how to direct your acknowledgment.