Legacy Donations
Expand your impact with Planned Giving & Bequests
Your gift helps keep the the Adam Stanton House going strong and provides revenue that for years to come.
Please consider mentioning the Adam Stanton House in your will.
You can also donate stock and securities that you’ve held for more than a year and gain a tax benefit. You’ll be able to deduct the current fair market value of the stock, even if you paid less for it, and you won’t pay capital gains taxes.
If you are age 70 1/2 or older and have an IRA, consider making a tax-free donation directly to the Adam Stanton House, Inc., from your retirement account. A Qualified Charitable Distribution (QCD) will count toward your Required Minimum Distribution (RMD). Such a donation should not affect your taxable income as long as the money is transferred directly from the IRA to the charity. We encourage you to speak to your tax professional prior to any gift.
If you would like more information about donating from your IRA or donating securities, please contact our investment advisor, Kevin Wheeler, at Raymond James Financial Services, Inc., Clinton, CT 06413. You may call him directly at 888-570-0774 or email him at: kevin.wheeler@raymondjames.com
The Adam Stanton House, Inc., is a 501(c)(3) nonprofit organization.