Planned Giving

Charitable Planned Giving

Thank you for your thoughtful consideration of including Take Stock in Children of Sarasota County as part of your planned giving.   Your gift will ensure the mission of providing scholarships, mentors, and hope for deserving students to break the cycle of poverty through education will continue for future generations.

 PLANNED GIVING

Naming Take Stock in Children of Sarasota County in your will or living trust allows you to provide for the future while maintaining control of your current assets.  You can choose a dollar amount or percentage of your estate or include Take Stock in Children of Sarasota County as a contingent beneficiary.

GIFTS OF STOCK OR EQUITIES

Your contribution of stock is tax deductible at its fair market value at the time it is donated, including highly appreciated assets.  Please contact us for the instructions needed to transfer stock to Take Stock in Children of Sarasota County.

CHARITABLE IRA ROLLOVER

   The IRA Charitable Rollover provision allows individuals who have reached age 70 1/2 to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income.

Take Stock in Children of Sarasota County may be a designated beneficiary of any IRA, financial, or investment account.

To learn more about ways to give to Take Stock in Children of Sarasota County, please contact Diana Dill, Director of Development, at (941) 504-0995 or via email [email protected]