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

Name us as a beneficiary:

You can name Road Scholar as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, Road Scholar will receive the proceeds of your policy when you pass away. You can change your beneficiary at any time.

This gift is easy to arrange — simply request a beneficiary designation form from your plan administrator.

Transfer ownership now:

To make an impact on our mission today, irrevocably designate Road Scholar as owner and beneficiary of an existing life insurance policy. If your policy is paid up, you will receive an immediate income tax deduction based on the policy value.

If your policy is not yet paid up, you can make contributions of cash to Road Scholar to cover future premium payments. For any continuing premium payments you make, you will receive a charitable deduction in the year of the payment.

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. For more information about qualified charitable distribution (QCD) click here.

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 Gift Planning Resources Are Just a Click Away!