Gift of Securities
Give the Gift of Securities (stock, mutual funds, etc)
The Foundation accepts gifts of stocks, mutual funds and other securities. Please contact us at firstname.lastname@example.org for more information on how to set up the securities transfer. This option may offer significant tax advantages, please consult your tax professional. For instructions, please download our information form.
Include the SBTF in your estate planning
An estate gift is a charitable donation that comes from assets left behind upon your passing. You can set up an estate gift by naming the SBTF in your will, establishing a revocable trust, or designating the SBTF as a beneficiary of your life insurance policy, IRA or other financial vehicle, or proceeds from the sale of real property.
Before making an estate planned gift, please consult with your tax, financial and legal advisors. Contact us at email@example.com to discuss your estate gift.