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Gifts of Stock, Securities, & IRA Distributions

heifetz student performs on the violin

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.

You may contact the office by phone: (540) 907-4446 or e-mail [email protected] to get started.