Support your favorite causes without using cash.

For most people, cash makes up a small percentage of total wealth. Consider some of the following advantageous giving strategies beyond traditional cash donations- you may even get a tax break!

Non-cash gifts empower us to fulfill our mission. They also count toward your CAPE Giving Machine tier!

Explore non-cash giving solutions below. Want to dive deeper? If you missed our webinar covering many of these Creative Giving Solutions, you can watch the recording here!

Gifts of Stock, Cryptocurrencies, or Appreciated Assets

Transferring stocks, bonds, or mutual funds that have appreciated in value is a strategic way to support CAPE. Not only does this method allow you to avoid capital gains tax, but you may also receive a charitable tax deduction for the full market value of the asset. This means your contribution could be larger than if you sold the asset and donated the after-tax proceeds, thereby maximizing both your philanthropic impact and your tax benefits!

Qualified Charitable Distributions (QCDs)

If you are 70 1/2 years old or older, you may make a tax-efficient transfer directly from your IRA to CAPE. A QCD allows you to donate up to $100,000 without treating the distribution as taxable income. This can be particularly advantageous if you are required to take minimum distributions from your retirement accounts, as a QCD can count toward satisfying your required minimum distribution for the year.

Grants from Donor Advised Funds (DAF)

A DAF acts as a charitable savings account where you contribute cash, securities, or other assets, receiving an immediate tax deduction. You can recommend grants to CAPE at a time that aligns with your philanthropic goals. Giving through a DAF is an efficient way to manage your charitable giving and can be an effective tool for legacy planning.

Legacy Gifts (Wills and Trusts)

Learn about leaving CAPE in your will or record a bequest HERE.

Questions about any of these non-traditional giving methods? Email CAPE’s Development Team at development@cavaliers.org.