Foundation Planned Giving

Make a Lasting Impact

Through additional gift planning strategies, you can make a significant impact on the FSAE Foundation mission - now and in the future. Please consider the following non-cash gift options below.

Have questions or need additional information about next steps? Contact Julia Rooney

Gifts of Stock/Mutual Funds

Consider a direct transfer of stock or mutual funds (these assets must have been held by you for at least one year) and reduce your taxes. If you itemize deductions on your tax return instead of taking the standard deduction, a gift of stock or mutual funds may be a great way to eliminate the capital gains taxes you would incur. As a result of a direct transfer of these assets, you can claim a fair market value charitable deduction for the tax year. Talk to your broker or financial adviser about this simple and effective transfer.

IRA Distribution

An annual distribution from a traditional IRA normally incurs taxes as the account holder did not pay taxes on the money at the onset of the IRA. If you are 70 ½ or older and want to contribute from your IRA account directly to the FSAE Foundation, you can donate up to $100,000 tax free and effectively lowers your Adjusted Gross Income for tax preparation purposes. And if you are at least 73, the donation will count toward your required minimum distribution (RMD) for the year.  

Real Estate

Give the gift of real estate by leaving your home or other types of property to the FSAE Foundation following your passing. The proceeds from the sale of the home or property will be used to accomplish the mission of the FSAE Foundation. As this transaction of property must be stated in your will, please consult the attorney overseeing your estate plans.

Beneficiary on Life Insurance or Retirement Account

By naming the FSAE Foundation as beneficiary on a retirement account, life insurance contract or other asset, you can continue to make a positive impact in your community even after you pass away. Additionally, you may be able to leverage tax benefits.

Official Requirements

Legal Name: The Florida Society of Association Executives Foundation, Inc.
Address: 2410 Mahan Drive, Suite 2, Tallahassee, FL 32308
Federal Tax ID Number: 59-0708112

Have questions or need additional information about next steps? Contact Julia Rooney