Learn which assets are most commonly used to fund a gift.
Cash
One of the most common ways to make a gift to Montgomery Bell Academy is to write a check, give a credit card number, or donate online.
Stocks & Bonds
Giving long-term appreciated stock is one of the most tax advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Montgomery Bell Academy.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding MBA's future.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. It can be made without diminishing other investments or assets earmarked for family members.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages and make a significant charitable gift to MBA.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support MBA.