Donating Long-Term Appreciated Property

A gift of long-term appreciated assets can be highly beneficial for both you and Ransom Everglades School. Common examples include publicly traded securities, real estate, and personal property. By donating appreciated assets such as these, you may enjoy several advantages:

  • Immediate Tax Deduction: In the year of your gift, you may claim an income tax charitable deduction for the fair market value of your gift, subject to IRS limitations. You can carry forward any unused deduction for up to five additional years.
  • Avoid Capital Gains Tax: By donating appreciated property, you may avoid capital gains tax on the appreciation, reducing the cost of your gift.
  • Estate Tax Benefits: A gift of appreciated assets may reduce your estate size, potentially lowering the tax on your estate.
  • Immediate Impact on Ransom Everglades School’s Mission: Your contribution will have an immediate and lasting impact on Ransom Everglades School and its mission.

Giving Stocks, Securities, and Mutual Funds

When you donate appreciated stocks, bonds, and mutual funds, you can avoid taxes on your capital gains while also taking an income tax deduction for the fair market value of the shares. To maximize these benefits, the IRS requires:

  1. Holding Period: You must have owned the asset for over one year.
  2. Direct Transfer to Ransom Everglades School: Instead of selling the shares and giving the proceeds, transfer the shares directly to Ransom Everglades School to avoid capital gains taxes. As a tax-exempt organization, Ransom Everglades School will not owe taxes when it sells these shares.

Please inform us once you’ve instructed your broker to transfer the shares so we can coordinate accordingly.

Real Estate Donations

You can donate real estate to Ransom Everglades School. Contact us to learn more about thins giving option.

Donating Personal Property

You may also donate valuable tangible property, such as artwork, antiques, or vehicles. For more information on giving personal property, please contact us.

Consult with Your Advisors

We encourage you to speak with your financial and tax advisors before making a gift. The IRS offers tax incentives for charitable giving, enabling you to support a cause you value while potentially reducing your tax burden.

Thank you for considering a generous gift to help sustain Ransom Everglades School.

  • Nekeisha Clement P’25

    “I love RE because I love the environment and community that surrounds the school. The staff, educators and education are top notch. I cannot ask for anything better for my daughter.”

  • Claudia Miyar Angles ’96

    “I am grateful for the phenomenal teachers that pushed me to be the best student I could be and took interest and fostered a real passion.”

  • Faculty Emerita Buzzie Borona-Polson

    “I love RE because I spent 35 amazing years of my life teaching there. I still see so many of my students who call, come to visit, and regale me with their latest escapades.”

  • Eugene Williams, Jr. ’87

    “I love RE because it's where my talents and abilities were cultivated and appreciated.”

  • Alicia Medina ’26

    “This is the place where I have made friends, found new passions, and discovered new sides to myself. This is the place that has always pushed me. Here at Ransom Everglades, we have a community that is always there to lend a helping hand.”

Middle School

2045 South Bayshore Drive, Coconut Grove, FL 33133
Phone: 305 250 6850

Upper School

3575 Main Highway, Coconut Grove, FL 33133
Phone: 305 460 8800
Founded in 1903, Ransom Everglades School is a coeducational, college preparatory day school for grades 6 - 12 located on two campuses in Coconut Grove, Florida. Ransom Everglades School produces graduates who "believe that they are in the world not so much for what they can get out of it as for what they can put into it." The school provides rigorous college preparation that promotes the student's sense of identity, community, personal integrity and values for a productive and satisfying life, and prepares the student to lead and to contribute to society.