More than cash — give the assets that maximize impact.

Cash, Check & ACH

Simple, immediate, fully deductible up to 60% of AGI for public charities.

Ideal for year-end bunching into a Legacy Fund, operating support, or fiscal sponsorship projects that need working capital now. Wire, ACH, and check instructions are provided after a brief intake.

• •Up to 60% AGI charitable deduction (cash to public charity)
• •Same-day or next-day posting for most electronic gifts
• •Can fund a DAF or a sponsored project subaccount

Publicly Traded Securities

Often the most tax-efficient gift: avoid capital gains and deduct fair market value.

Transfer long-term appreciated stock, ETFs, or mutual funds directly to Paramount Impact. We liquidate promptly; proceeds fund your Legacy Fund or designated project. You typically deduct FMV (up to 30% of AGI) and never realize the gain.

• •Broker-to-broker DTC transfer instructions
• •Form 8283 support for gifts over $500
• •Ideal pre-liquidity or after a strong market run

IRA Charitable Rollover (QCD)

For donors 70½+: exclude the gift from AGI and satisfy all or part of your RMD.

A Qualified Charitable Distribution moves funds directly from your IRA custodian to Paramount Impact. QCDs cannot fund a DAF — they must support our operating charity or an approved fiscally sponsored project. Annual limits are inflation-indexed (e.g. $105,000 educational figure for planning conversations).

• •Excluded from taxable income (not merely deductible)
• •Counts toward Required Minimum Distribution
• •Coordinate custodian letter and timing with your advisor

Real Estate

Unlock illiquid appreciation for mission — subject to gift acceptance review.

We evaluate environmental status, title, marketability, and carrying costs before acceptance. If approved, title transfers to Paramount Impact; after sale, net proceeds credit your designated account. Complex gifts need lead time.

• •FMV deduction potential for long-term capital property
• •Avoid capital gains on sale by the charity
• •Works for investment property and some personal property

Cryptocurrency

Contribute appreciated digital assets without a taxable sale first.

Crypto gifts are treated as non-cash charitable contributions. Gifts over $5,000 generally require a qualified appraisal. We liquidate promptly and credit proceeds to your Legacy Fund or project.

• •Transfer to our designated wallet addresses after acceptance
• •Appraisal coordination for larger gifts
• •Popular with founders and early adopters of digital assets

Other Non-Cash & Business Interests

Closely held stock, partnership interests, and unique assets — case by case.

Pre-liquidity gifts of business interests can be powerful and complex. We work with your deal counsel and CPA on valuation, restrictions, and timing. Not every asset is accepted; we will tell you early if it is not a fit.

• •Pre-exit planning conversations welcome
• •Gift acceptance committee review
• •May pair with a Legacy Fund for post-liquidity grantmaking

Bequests & Beneficiary Designations

Leave a lasting mark through your will, trust, IRA, or life insurance.

Name Paramount Impact as a beneficiary of a percentage or fixed amount. Many families direct remainder interests into a testamentary Legacy Fund so children continue grantmaking under shared values. We provide sample beneficiary language; your attorney drafts the documents.

• •Estate tax charitable deduction may apply
• •IRAs left to charity often more efficient than to heirs
• •Coordinate with our Family Legacy program

Charitable Remainder Trusts

Income for life (or a term), remainder to charity — model it first.

CRUTs and CRATs can diversify concentrated positions, create an income stream, and leave a charitable remainder. Use our CRT Calculator for educational estimates, then involve estate counsel for formal documents. Remainders can seed a family Legacy Fund.

• •Partial income tax deduction in the funding year
• •Potential capital gains relief inside the trust
• •Must pass the 10% remainder test