Other Ways To Give
We are grateful that supporters like you want to help us preserve our nation’s battlefields so that the future generations can continue to learn about the Civil War and its importance in our nation’s history. Below are some additional gift options that you can consider:
IRA Charitable Rollover: The IRA Charitable Rollover has been permanently extended, retroactive to January 1, 2015. On December 18, 2015, President Obama signed legislation into law which permanently allows you to make tax-free charitable gifts from your IRA, retroactive to January 1, 2015.
You don’t report this as income so there is no tax. And, your gift goes towards all or part of your minimum distribution requirement. You benefit even if you do not itemize your tax deductions.
Individuals who are 70-½ or older.
Your gift must come directly from your IRA – either Roth or traditional – to the Civil War Trust. This opportunity does not apply to other retirement plans, such as 401(k) and 403(b) accounts.
Any amount up to $100,000 per year, total, from any and all IRA accounts. If you’ve already made one or more gifts totaling $100,000 from your IRA(s) in 2015 prior to this legislation, it will qualify under the new law.
Charities such as the Civil War Trust that are tax-exempt and classified as 501(c)(3) organizations.
- Simply contact your IRA provider to make your gift. You may need to provide them with our Tax ID number, which is 54-1426643.
- Make sure to contact us at (202) 367-1861 ext. 7219 when you make your gift as some IRA providers do not list the donor’s name along with the check.
- Click here if you would like a copy of a letter of authorization to send to your IRA provider.
Questions? Contact Alice Mullis, at email@example.com or (202) 367-1861 ext. 7219.
A Gift of Property: You may wish to transfer ownership of your property (real estate, works of art, etc.) and receive a charitable tax deduction. In addition, gifts of residual interest may be considered in which you may retain the use of the property during your lifetime. Benefits include:
- Income tax deduction
- Avoidance of capital gains tax
- Continued use of your property for life in some instances
- Your gift passes to the Civil War Trust outside of the estate process
- Satisfaction of knowing the Civil War Trust will have the benefit of your gift in the future
If you have a collection and would like to sell it to benefit the Civil War Trust, please consider selling it through the eBay Giving Works program. When you list your item on eBay, just select the Civil War Trust to benefit, and choose the percentage you want to give to us to preserve battlefields. Learn more here ».
Cash: This type of gift is simple and eligible for an immediate charitable tax deduction. Learn more here ».
Donor Advised Fund: Final distribution of contributions remaining in a Donor Advised Fund is governed by the contract you completed when you created your fund. We hope you will consider naming the Civil War Trust as a beneficiary of your account. Or, you can name us the beneficiary a portion of the account value, leaving the remaining portion for your heirs to continue your legacy of philanthropy. Learn more here ».
Stocks, Bonds and Mutual Funds: If owned for more than one year and increased in value, a gift of securities allows you to avoid capital gains taxes while receiving an immediate charitable income tax deduction. Please contact Alice Mullis at firstname.lastname@example.org to learn more.
Memorials and Tributes: If you have a loved one who is passionate about Civil War battlefield preservation, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve. Find out more here ».