What to give

One of the advantages of giving through Shasta Regional Community Foundation is that we can accept a range of assets, and we can facilitate even very complex forms of giving. Most gifts to the Community Foundation qualify for maximum tax advantage under federal law, but when giving to charity, all assets are not equal. We are happy to work with you and your professional advisor to assess ways to maximize the value of your gift and its tax benefit.

Charitable assets

• Cash
• Publicly traded securities and appreciated stock
• Bonds
• Mutual fund shares
• Real estate
• Retirement assets
• Tangible personal property

Most gifts qualify for maximum tax advantage under federal law.

Wondering how to get started? Contact us for help with outright gifts of cash or direct transfers of stock. We can also work directly with you or your estate planning advisor on planned gifts of real estate or retirement assets.