Gifts That Reduce Your Taxes
You can help Shedd Aquarium continue its mission to spark compassion, curiosity and conservation for the aquatic animal world. What’s more, you can also enjoy tax benefits from these gifts now, or you can establish a future gift that will pass tax benefits along to your loved ones.
Stocks and Securities
When you give stock or securities (stock, bonds, mutual funds), you may be eligible for a double tax benefit: 1) You receive an income tax deduction for the full, present, fair market value of the assets and 2) you may completely avoid capital gains tax on the appreciation of the assets. This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA or tax-sheltered annuity is an excellent way to make a gift. A gift of these assets can shield you or your heirs from taxes while funding Shedd Aquarium.
Life Insurance
Name us as a beneficiary:
You can name Shedd Aquarium as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, Shedd Aquarium will receive the proceeds of your policy when you pass away. You can change your beneficiary at any time.
This gift is easy to arrange — simply request a beneficiary designation form from your plan administrator.
Our Team is Here to Help
Our experienced team is here to help you…
- Learn about special projects that align with your interests.
- Structure a donation that maximizes benefits for you and your loved ones.
- Stay up to date on how your gift is used.
- And more!
Maggie Olson
Manager of Individual Giving