There are many ways to make a tax-deductible gift to Naples Botanical Garden. You may make your contribution by check, cash, and credit card – or you may like to discuss other ways to give including stock, IRA rollovers, and matching corporate gifts.

As always, we suggest you consult your individual tax and legal advisor to determine how you can benefit from these changes as you make your gift to Naples Botanical Garden.

Please contact our Development Office at 239.643.7275 if you have any questions.

Give Appreciated Securities (Stock)

This year, consider a gift of appreciated securities. You may be able to deduct the full market value of the gift for both regular and AMT (alternative minimum tax) purposes if you have held the securities for more than one year.

To make a gift of stock to the Garden, talk to your advisor and then contact us at
rmerrill@naplesgarden.org or call Rhea Merrill, Director of Development, at 239.571.3806.

Example:

If you contribute an appreciated security that has a basis of $20,000 and a fair market value of $100,000, you may take a deduction up to or equal to $100,000 (subject to certain limitations) and the Garden will receive the full gift worth $100,000.

If you sold the same $100,000 of appreciated securities and donated the after-tax proceeds, both you and the Garden would receive a lesser amount, due to the tax you will pay on the long-term capital gains. The Garden would receive only the amount after tax, reducing your charitable contribution from $100,000 to $84,000, while you would pay the 20% tax on the capital gains and receive a smaller income tax charitable deduction.

Give through your community foundation or donor-advised fund

Your charitable giving can continue through community and family foundations and donor-advised funds—as more and more donors seek professional assistance in efficient management of their charitable dollars and effective grant-making to the causes and charities they value. When you give through your local community foundation or a donor-advised fund managed by your investment firm, you realize an immediate tax benefit and the advantages of professional investment and grant-making services.

Matching Gifts

Many companies will match employee charitable donations up to a certain level. Your H.R. department can give you information about matching gifts, or check with the Garden’s Development Office to see if your company is a matching gift company.

Matching gifts are not limited to large corporations. Even if your company is small or a professional firm, it pays to ask if your employer will match all or part of your charitable gift to Naples Botanical Garden.

Please let us know about your matching gift and submit company’s matching gift form along with your own gift.

Give using the IRA rollover provision

You may make a gift to the Garden using the charitable IRA rollover. This provision allows you to donate up to $100,000 of taxable income you receive from the required minimum distribution of an IRA. To qualify for this deduction, you must meet the following criteria:

  • be 70 1/2 or older
  • make the gift transfer directly from a traditional or Roth IRA to Naples Botanical Garden
  • complete the gift transfer from your IRA by end of the year
  • have IRA Administrator make check payable, and mail directly to:

Naples Botanical Garden, Inc.
4820 Bayshore Dr.
Naples, FL, 34112
Tax ID number: 65-0511429

  • For more on IRA Charitable Rollovers, please see our FAQ.

For more details, please contact Rhea Merrill, Director of Development, at rmerrill@naplesgarden.org or 239.571.3806.