Assets

Donating a gift of stock, bonds, and mutual funds can be a significant way to help those in need, and receive a tax benefit at the same time. You can even donate the interest on a CD, IRA, charitable trust or money market. Donating is easy, and in most cases you may avoid capital gains taxes.

Simply contact your financial advisor. He or she will need the following information so that the shares, interest, etc. may be wired to Meritan’s account at the following firm:

Robin Smithwick, Principal
Diversified Trust LB1802

Please let us know if your gift has a specific designation.

In many cases, you will receive a greater tax benefits by wiring your shares to our account, rather than selling them and sending the proceeds to Meritan. Please contact your tax advisor for complete details.

Other Appreciable Assets

There are other types of appreciable assets including, real estate, artwork, coins, and intellectual property. Meritan is pleased to consider any and all gifts.

For more information, please contact Gail G. Milnor at (901) 766-0600.