Gifts through stock, wire transfer, an IRA, and Donor-advised Funds

Whether you are making a gift to our annual fund, a capital campaign, or our endowment fund, we offer a variety of giving options. Tax-smart approaches include donor-advised funds, distributions from an IRA, and gifts of appreciated stock. For added convenience, gifts may also be made via wire transfer, a simple and secure method of giving.

Please contact development@mohonkpreserve.org or 845-255-0919 x1228

Giving from a Donor-advised Fund

Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations. You can establish a DAF with a community foundation or other financial services institutions. If you have a DAF, you can make gifts to Mohonk Preserve by recommending one through the DAF’s sponsoring organization.

Giving Through Your IRA

If you are 70.5 or older, giving from your IRA can help reduce your taxable income — and for those over 73 who must take a Required Minimum Distribution (RMD), an IRA gift is a simple way to fulfill it. Mohonk Preserve may also be named as a beneficiary of all or any part of a retirement plan. Please contact us for more information.

Gifts of Stock

A gift of appreciated stock can be a tax-wise way to support Mohonk Preserve. Donating appreciated stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Please contact us for specific stock donation instructions.

Gifts via Wire Transfer

Wire transfers are an efficient and secure way to give, without the risk of lost checks and credit card fees. Please contact us for specific donation instructions.

For more information:

Send a message to our Development team at development@mohonkpreserve.org or call 845-255-0919 x1228.

 

Disclaimer: This information is not intended to be legal or tax advice. Please consult your lawyer or accountant to decide if this form of giving is appropriate for your circumstances. New York Prudent Management of Institutional Funds Act.

Banner photo by Jeff Severson; Pearl Crescent Butterfly by Jay Diggs; Signs of Spring Walk by Renee Zernitsky; Red Foxes by Karen Maloy Brady; Fall Stream by Bill Winter; Sparrow by Renee Zernitsky; Wild Flowers by June Archer