Making a gift of appreciated securities lets you support ViM’s work while realizing important benefits for yourself. You can reduce or even eliminate federal capital gains taxes on the donation of appreciated securities or mutual funds you have held more than one year. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

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Electronic Transfer

To complete an electronic transfer of securities, please first download and complete this form, which has all of the information you will need:

DTC Eligible Securities Transfer Form

Then, before transferring assets, please either a) Call us to read off the information you filled out, b) Email the form to development@vimberkshires.org, or c) Mail the form to ViM Berkshires, 777 Main Street, Great Barrington, MA 01230. We are grateful for your generosity!

Retirement Plan Assets

A gift to ViM Berkshires using your IRA and other qualified retirement plan assets can deliver meaningful tax advantages. For example, if you are 70½ years old or older, you can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. Distributions to heirs from these assets to are usually subject to income and applicable estate taxes.

Gifts from these assets also count toward your required minimum distribution, making them completely tax-free. And it’s easy to do. Just call your IRA administrator to make the transfer.