Gifts That Reduce Your Taxes

Through your generosity you can further Road Scholar’s mission of lifelong learning while receiving tax benefits to enjoy for yourself

Gifts of Cash

One of the most common ways to make a gift to Road Scholar is to write a check, make a gift using a credit card or donate online.

Stocks & Bonds

This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name Road Scholar (Tax ID: 04-2632526) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD) or a brokerage account. 

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

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 you or your heirs from taxes while supporting Road Scholar.

Personal Property

Giving appreciated assets that you’ve held for more than one year (real estate, land, etc.) allows you to receive a charitable tax deduction for the full market value of the asset, and greatly reduces the capital gains taxes you would pay on the appreciated amount.

Complimentary planning resources are just a click away!

Your Giving Toolkit

Donate Now

Donor Advised Funds

Sample Language For Your Will

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

Need assistance? We're here to help!

Ann Lamond

Ann Lamond

Director, Planned and Major Giving