Can I make a gift of stock?
Thank you for your support of Ideos and our mission to advance justice and the common good. A gift of stock is a great way to maximize the value of your investment fully by avoiding capital gains taxes while making a significant gift.
To make your stock donation, please follow the directions below. If you have any questions along the way, please call our Development Office at (626) 547-7050.
Electronic Transfer
The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to our account at Ideos Institute.
1) Download the Letter of Authorization (LOA) to complete and forward to your broker.
2) To best insure you are properly receipted for your gift, please take these steps when contacting CFA. Let them know:
Your name
Your phone number
Your broker's name
The stock you are giving and the number of shares (e.g. 20 shares of Microsoft)
Ideos Fund Name (if applicable)
Account Number: 676-941725
Ideos Institute
ATTN: Contribution Services
One Dole Drive
Suite 3133
Westlake Village, CA 91362
(805) 505-5128
Confirm your transfer with your broker-advisor. If you need assistance in gifting securities from a transfer agent, please download this document. Thank you again for partnering with the Ideos with this unique gift opportunity.
Where do I send my gift by check?
To send your gift by mail, please download and complete the Gift By Check form and include it with your check made out to Ideos Institute. You can mail your check with the completed form to:
Ideos Institute
Attention: Development Office
680 E. Colorado Blvd,
Suite 180
Pasadena, CA 91101
Should you have questions or concerns, please contact us at (626) 547-7050.
Planned Giving
Do you provide planned giving advice?
Including Ideos Institute in your financial and/or estate plans is a great way to have lasting impact on our work and leaves a lasting legacy of support. You can name Ideos as the beneficiary of planned gifts such as bequests, retirement funds, and insurance policies, and of life income gifts such as charitable gift annuities, charitable remainder trusts.
With a planned gift to Ideos, you can combine your desire to give to charity with your overall financial, tax, and estate planning goals. Planned giving gives you a special connection with the Institute. If you're interested in helping ensure that Ideos' mission of advancing empathy and reconciliation continues to affect human transformation and communal flourishing through sustainable and lasting policy change through your charitable gift, we're here to help. Find the perfect gift that meets your financial needs and fulfills your charitable intentions:
Gifts Through Your Will
Gifts through your will can help reduce your estate taxes while ensuring that Ideos and its reconciliation efforts will always continue.
Gifts Outside Your Will
Gifts like a Charitable Lead Trust, Charitable Lead Annuity Trust, Bargain Sale, and Retained Life Estate all avoid probate, as well as gifts of assets like appreciated securities, retirement plans, insurance policies, and real estate.
Gifts That Pay You Back for Life
Gifts like a Charitable Remainder Trust and Charitable Gift Annuities will give you fixed payments back for your lifetime, income, and estate tax-saving benefits and probate expenses.
Benefits of planned gifts
Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer. Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer. Gifts payable to charity upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax. Contact us at (626) 547-70507 or development@ideosinstitute.org to get more information about planned giving options, or speak to your estate planning professional.