ira rollovers, stocks, and bonds

There are many impactful ways to support The Haven that also offer meaningful financial advantages. If you are looking for options that align with your retirement planning or investment strategy, consider making a gift through an IRA charitable rollover or by donating stocks and bonds. These giving methods not only help sustain programs that empower children, teens and adults with disabilities, but can also provide significant tax benefits. Whether you choose to transfer funds directly from your IRA or donate appreciated securities, your generosity makes a lasting difference in our community. These types of planned gifts are especially powerful because they allow you to make a contribution without affecting your day-to-day finances, giving you the flexibility to create a legacy of support while still meeting your own financial goals.

IRA Charitable Rollover

If you are 70½ or older, you can make a tax-free gift to The Haven directly from your Individual Retirement Account (IRA). This is a smart way to support our mission while fulfilling your required minimum distribution.

Benefits:

  • Avoid taxes on transfers of up to $100,000 from your IRA to The Haven

  • Make a gift that is not subject to the deduction limits on charitable contributions

  • Support our life-changing programs and services

How it works:

  • Contact your IRA plan administrator to request a charitable distribution to The Haven

  • Your IRA funds will be transferred directly to us

  • Please note that while these gifts are not tax-deductible, they can satisfy your required minimum distribution

  • You may designate your gift to a specific program, project, or area of need if you wish

Gifts of Stocks and Bonds

Donating appreciated stocks or bonds is another tax-efficient way to make a meaningful contribution. This method can maximize your giving potential while offering key tax benefits.

Benefits:

  • Avoid paying capital gains tax on the sale of appreciated securities

  • Receive a charitable income tax deduction for the fair market value of the gift

How it works:

  • Electronic transfer: Contact us for brokerage details and instructions

  • Mail: If you hold physical stock certificates, mail them in two separate envelopes. Place the unsigned certificate(s) in one, and a signed stock power (available from your broker or bank) in the other

Valuation details:

  • Stock gifts are valued by the average of the high and low stock prices on the date the gift is made

  • Mutual fund shares are valued at the fund’s closing price on the day of the gift

FAQs

Can I donate by sending a check?
If you do not wish to donate online you may mail a check made out to the Louis & Gloria Flanzer Philanthropic Trust, 1266 First Street, Suite 1, Sarasota, FL 34236 and write “The Haven” in the memo. If you wish to donate directly to The Haven, please make your check out to “The Haven” and mail to 4405 Desoto Road, Sarasota, FL 34235.

Is there donation matching?
The Louis & Gloria Flanzer Philanthropic Trust will match $5-$500 per household per month up to $3,000 per year.

FOR MORE INFORMATION…

REACH OUT TO:

Brad Jones
President & CEO
bjones@thehavensrq.org

REACH OUT TO:

Larry Shatoff
Board Member
lshatoff@comcast.net