Creative gifts of assets, such as stocks, bonds, and property provide charitable deductions and often offer more tax-friendly ways to support Cleveland Clinic. Gifts of assets include:
- Cash
- Securities (stocks and bonds)
- Real estate
- Tangible personal property (artwork, collectibles, etc
- Retirement plans
- Business Interests (partnerships, corporations)
By making a gift of appreciated assets to Cleveland Clinic, such as securities or real estate, you will receive a charitable deduction on your income taxes and avoid taxes on the capital gains portion of your donated assets.
Simply put, a $10,000 donation of an appreciated asset offers greater tax savings than a $10,000 cash donation.
Appreciated Assets Tax-savings Example
Determining a Gift Receipt Date
Contact Us
For a confidential discussion about making a gift of assets to Cleveland Clinic, please call Institutional Relations and Development at 216.444.1245 and ask to speak with a member of our gift planning team or email giftplanning@ccf.org.
