Gifts of Appreciated Stock
Giving a gift of appreciated stock can increase your gift and your tax deduction. Generally, you are able to take a deduction on the full market value of the stock when donating to Casa de Esperanza. If you wish to donate securities to Casa de Esperanza, please contact our Development Staff at 713-529-0639.
IRA Rollover (Qualified Charitable Distribution)If you are 70½ or older you may be able to make a gift to Casa de Esperanza with a distribution from your Individual Retirement Account (IRA) by making a Qualified Charitable Donation, commonly known as an “IRA Charitable Rollover.”
- Avoid taxes on transfers of up to $100,000 from your IRA to Casa de Esperanza.
- Your gift through an IRA Charitable Rollover counts towards your required minimum distribution. Please note RMD requirements have been suspended in 2020 through the CARES Act.
- Your gift is not included in your taxable income. Even if you do not itemize your deductions you benefit by removing your distribution from your taxable income.
- Gifts through an IRA Charitable Rollover* can be used to satisfy pledge payments.
*Please note that IRA Charitable Rollover gifts do not qualify for a charitable deduction.
To designate Casa de Esperanza as a beneficiary of an IRA Charitable Rollover gift, contact your IRA plan administrator. In order to be qualified as a charitable donation, your IRA administrator MUST make the distribution directly to Casa de Esperanza, or you may write a check to us from your IRA checkbook. Please contact our Development Staff at 713-529-0639 for more information or if you wish for your gift to be used for a specific purpose.
Donor Advised Funds (DAFs)
When you give a gift to a nonprofit organization, you want your charitable donation to be as effective as possible. Donor Advised Funds (DAFs), the fastest-growing charitable giving vehicle in the United States, are a flexible and tax-efficient way to give to Casa de Esperanza. When you contribute cash, securities or other assets to your DAF, you are generally able to take an immediate tax deduction.
Have a DAF? Recommend Casa de Esperanza when you wish to make a gift (search our EIN 76-0105306 on any DAF charity database). Don't have a DAF but want to establish one? Talk to your financial institution (like Fidelity, Vanguard or Schwab), or contact the Greater Houston Community Foundation to set one up.
We are doing so much. With your help, we can do even more for children in crisis.
All contributions are tax-deductible.
Like more information?
Please contact us at 713.529.0639 or contact our Development Team on our Contact Us Page