Gifts of Stock, Securities, & IRA Distributions

Donations of transferred stock to the Heifetz Institute are handled through Ameriprise Financial.
If you are 70½ or older, you can contribute using funds transferred from your individual retirement account—without paying taxes on your distributions. Benefits include avoiding taxes on transfers of up to $100,000 (per year) from your IRA and satisfying your required minimum distribution (RMD) for the year reducing your taxable income.