If you have stock that has appreciated in value and are concerned about paying large capital gains taxes, make your profits count by donating the stock to the Ronald McDonald House Charities instead of selling it.
You pay no capital gains upon the transfer of the stock to the Ronald McDonald House Charities.
You will receive a charitable tax deduction for the full market value of the stock if you have held it for more than a year.
To receive a charitable tax deduction, donate a life insurance policy you own, or purchase a new policy and designate the Ronald McDonald House Charities as the owner and beneficiary.
Wills and Bequests
You can add the Ronald McDonald House Charities of Burlington to your will through an amendment called a codicil, so your entire will does not have to be rewritten.
Charitable Remainder Trusts
By establishing a Charitable Remainder Trust, you can set aside some of your appreciated assets now for the future benefit of RMHC, while reserving a lifetime income for yourself and/or others. By doing so, you will be entitled to a significant deduction from current income taxes for the charitable value of the trust.