Smart Ways To Give


Direct Gift of Stocks and Bonds
Giving appreciated assets allows you to avoid capital gains taxes and receive a tax deduction for the market value of the donated stock. Click to download instructions: Gifts of Stocks & Bonds
IRA Qualified Charitable Distribution (QCD)
A QCD is a contribution from your IRA directly to A Place To Be. You can make a QCD if you are 70½ years or older at the time of your gift. In 2025, you may gift up to $108,000 from your IRA. This gift can satisfy your Required Minimum Distribution and will not be considered taxable income. Click to download instructions: Qualified Charitable Distribution
Donor-Advised Fund (DAF)
A DAF offers tax benefits and flexibility to support your favorite charities today and in the future. Click to download instructions: Donor-Advised Fund
Gift Through a Will, Trust or Beneficiary Designation
A bequest is one of the easiest ways to make a lasting impact on our work while building your own legacy. Specify a revocable gift of a designated amount or percentage, or name A Place To Be as a contingent beneficiary. Naming A Place To Be as a beneficiary of a retirement asset, such as an IRA or 401(k), is a terrific way to make a tax-wise gift. Life insurance policies can also be gifted. Click to download instructions: Wills, Bequests & Beneficiary Designations
Combined Federal Campaign (CFC)
Federal employees, military personnel and retirees can donate to A Place To Be (CFC #34158) through convenient payroll deductions or one-time gifts. Visit this link for ways to give: https://givecfc.org/donors/how-to-give
Employer Matching Gifts
Many employers match charitable gifts. Check with your HR department to see if your donation to A Place To Be can go twice as far.
Questions? Contact Kim Tapper at (540) 687-6740 or kim@aplacetobeva.org
The information above is of a general nature and is not intended as legal advice. It should not replace the counsel of tax, legal or estate planning advisors.
4 W Federal St, Middleburg VA 20117
1600 Village Market Blvd SE Suite #108, Leesburg VA 20175
Mailing Address: PO Box 1472 Middleburg, VA 20118
