Assets in General

What Assets Can I Give?

PHS | assets in general

Below is a list of assets that may be used to make charitable gifts in appropriate circumstances. Check with us and your advisors if you are interested in making a gift of one of the following, as special rules may apply.

Publicly Traded Securities

  • Publicly Traded Bonds
  • Government and Corporate Debt Instruments
  • Series EE/HH Savings Bonds
  • Tax-Free Municipal Bonds
  • Zero Coupon Bonds
  • Publicly Traded Business Interests
  • Common and Preferred Stock
  • Traded Options
  • Mutual Funds
  • Real Estate Investment Trusts

Real Property

  • Primary Personal Residence
  • Vacation Homes
  • Agricultural Property
  • Commercial Property
  • Improved Investment Property
  • Unimproved Land
  • Stock in Cooperative Housing Development

Tangible Personal Property

  • Art
  • Collections of Value
  • Jewelry
  • Antiques
  • Vehicles
  • Boats and Automobiles

Intangible Property

  • Copyrights
  • Royalties
  • Patents
  • Installment Obligations
  • IRAs and Other Retirement Accounts
  • Life Insurance Contracts
  • Commercial Annuity Contracts

For more information see Cash & Noncash Gifts.