Low Basis Stock – sent electronically by your broker to SCC’s Fidelity account
Donor Advise Fund – funded with cash, low basis stock or other securities; offered by many brokerages including Schwab, Fidelity and Vanguard, and sent directly to SCC at the donor’s direction
IRA – donors over 70½ instruct their IRA custodian to send a check directly to SCC
PLANNED GIVING
Large gifts, designated or general, are welcome through wills, trusts and other planning techniques. Consult with your advisor for tax advice
MEMORIAL GIFTS
Funds donated through the tax efficient methods listed are gratefully received in a special Memorial Gifts account. All gifts are acknowledged according to the donor’s request.
SCC’s Finance Committee welcomes the opportunity to discuss these opportunities and others with you and your financial advisor at your convenience.