Appreciated securities
Stocks & Bonds
Donating appreciated securities, including stocks or bonds, can be a tax-efficient way to support Dominion.
01
Ways to Give · Assets
Turn what you own
Turn what you own
into lasting impact.
Dominion’s original giving resources identify seven categories of assets that donors may consider when planning a charitable gift.
A broader view of giving
Your most meaningful gift may not begin with cash.
Many donors hold appreciated, retirement, insurance, real-estate or business assets that may be relevant to charitable planning. The most appropriate asset depends on your goals and circumstances.
Coordinate before transferring assets. Non-cash gifts can require valuation, acceptance review and professional advice. Contact Dominion and your advisers before initiating a transfer.
Assets donors may consider
Seven ways assets can support the mission.
Every asset type has different legal, tax, valuation and timing considerations. The descriptions below reflect the categories presented on Dominion’s original What to Give page.
Property
Real Estate
A home, vacation property, undeveloped land, farmland, ranch or commercial property may be considered for a charitable gift.
Explore Property Donation 02Retirement
Retirement Assets
Unused retirement assets may include an IRA, 401(k), 403(b), pension or another tax-deferred plan.
03Immediate gift
Cash
A cash gift is the simplest and most direct way to support Dominion’s work.
04Insurance
Life Insurance
A life-insurance policy that has outlasted its original purpose may be considered as part of a charitable plan.
05Specialized asset
Mineral Interests
Oil, gas, gold, silver and other mineral interests may be suitable for charitable consideration in some circumstances.
06Business
Business Interests
Business owners may be able to use corporate stock or other business interests to support philanthropic goals while coordinating family and financial planning.
07A thoughtful process
Three steps before a non-cash gift.
Planning ahead helps protect both the donor and the organization, especially when a gift involves property, privately held interests or retirement assets.
Identify the asset
Start with the asset you are considering and the charitable outcome you want to create.
Talk with advisers
Review tax, legal, valuation and estate-planning considerations with qualified professionals.
Coordinate with Dominion
Contact the organization before transferring a non-cash asset so acceptance and logistics can be confirmed.
Continue planning
Choose the structure that fits the gift.
Once you know what asset you may want to give, explore Dominion’s gift models and planned-giving information.
