Some gifts begin with what you already have - investments, property, collections, and more. These asset-based gifts can offer significant tax advantages while strengthening Roberts for years to come.
Below is a quick look at the most common ways donors make an impact through their assets.
Appreciated Securities
Use stocks or mutual funds you’ve held for more than a year to support Roberts. You may avoid capital gains taxes and receive a charitable deduction based on fair market value.
Giving stock was simple, and it helped me give more than I could in cash.
Charitable Remainder Trusts
A charitable remainder trust provides ongoing payments and strong tax advantages, especially for appreciated assets or larger estates. Choose a fixed payment (annuity trust) or a percentage that adjusts each year (unitrust).
Our trust gave us income now and impact for years to come.
Real Estate
A gift of real estate - a home, land, or rental property - can unlock major tax savings and remove the burden of upkeep. You can give it outright, include it in your will, or even receive income through certain gift structures.
Donating the property freed me from maintenance and fueled a mission I love.
Tangible Personal Property
Antiques, artwork, vehicles, collections - your valuables can make a meaningful difference. Some items qualify for deductions at full fair market value, depending on how they relate to our mission.
I never realized my collection could support students until I asked.
Why Asset Gifts Matter
Gifts like these help launch scholarships, strengthen academic programs, and build long-term stability for Roberts. And many donors discover they can give more - and more creatively - through assets than through cash alone.