You can turn assets you hold into lifesaving gifts without impacting your cash flow.

Appreciated stock

If you give stock that you have held for at least one year and has grown in value, you can receive a charitable deduction for the value and avoid capital gains taxes. Giving appreciated stock may be more beneficial than giving cash due to the tax advantages.

Click here to download asset delivery instructions.

IRA rollovers

If you are 72 or older, you are required to take a Required Minimum Distribution (RMD) from your IRA each year. If you roll all or part of that RMD, up to $100,000, directly to Overlake, you can make a difference for the health of your community and avoid the taxes. 

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