Support Us

Make checks payable to Public Assets Institute, and mail to:
PO Box 942
Montpelier, VT, 05601

This is a giving opportunity for people who are at least 70½ years of age and drawing income from a tax-deferred savings account such as a traditional IRA, 401(k), 403(k), 403(b) or Thrift Savings Plan. Up to $100,000 of your required minimum distribution (RMD) can be tax-free when you give to a 501(c)(3) nonprofit organization like Public Assets through a qualified charitable distribution (QCD). Consult your tax advisor for more detail.

Giving appreciated securities, such as stock, to Public Assets has a double benefit. The full market value of the security is tax-deductible as a charitable contribution and you avoid any capital gains tax. Please instruct your broker to transfer gifts of stock to Public Assets’ account at Edward Jones:

Rebecca Teese, CFP®, RICP®
Edward Jones
3 Pitkin Court , Suite 101

Montpelier, Vt 05602
802-223-3425

Please inform us when you make a stock transfer so we may acknowledge your gift and make sure that your gift is directed according to your wishes.

You may choose to leave Public Assets a bequest in your will. A bequest is a provision in your will that directs either a percentage or sum of money to go to specified individuals or organizations upon your death. A charitable bequest has the tax advantage of being deductible when calculating any estate taxes.

Sample Bequest Language: I give, devise and bequeath (the sum of $______) or (______% of my estate] or (______% of the remainder of my estate) to Public Assets Institute, Inc., a not-for-profit corporation located in Montpelier, Vermont, 05601, for its general charitable purposes.

Beneficiary designations are an easy way to support Public Assets after your lifetime and is as simple as indicating a gift amount or percentage on the beneficiary designation form for:

• Retirement assets such as traditional IRAs or Roth IRAs and 401(k)s
• Life Insurance policies and annuities
• Donor advised funds
• Brokerage or investment accounts
• Bank accounts

Please inform us when you make a beneficiary designation so we may acknowledge your gift and make sure that your gift is directed according to your wishes.