Your outright gift of cash to the RPII Real Assets Education Foundation (RPII RAEF) will be put to immediate use, supporting our mission to advance education, research, and innovation in the built and natural environments.

• Unrestricted Gifts:  These contributions allow us to use the funds where they are most needed. Without specific conditions, these gifts provide the flexibility to address urgent needs and support various initiatives as determined by our governing board.
• Restricted Gifts:  With this donation, you can designate how the funds should be utilized. If you have a particular program or project in mind, please consult with us to ensure your intentions are met.
• Tribute, Honorary, or Memorial Gifts:  This donation can be made to honor or commemorate anyone important to you — whether a loved one, a colleague, or a mentor. We offer various ways to recognize your tribute and celebrate their impact and legacy.
• Endowed Gifts:  An endowment restricts the principal amount of your donation, ensuring it is preserved while only the investment income is used. This type of gift provides lasting impact, supporting our mission for generations to come.

A gift of appreciated securities — such as stocks, bonds, or cryptocurrency — may offer significant advantages over a cash donation. By donating appreciated securities to the RPII Real Assets Education Foundation (RPII RAEF), you may benefit from tax savings and avoidance of capital gains tax.

Benefits of Donating Appreciated Securities

• Potential Avoidance of Capital Gains Tax:  If your securities have increased in value, you may be able to avoid the capital gains tax that would be incurred from selling them. By donating these assets, you potentially eliminate the tax burden on the appreciated value.
• Maximization of Your Deduction:  Donating appreciated securities allows you to retain your cash assets while receiving a charitable tax deduction based on the full fair market value of the securities, provided you have held those securities for over a year.

Important Considerations

• Depreciated Securities:  If your securities have lost value, it may be more beneficial to sell them first and then donate the proceeds. This approach allows you to claim a tax deduction for the capital loss in addition to the charitable deduction for the donation.
• Maximization of Your Deduction:  Donating appreciated securities allows you to retain your cash assets while receiving a charitable tax deduction based on the full fair market value of the securities, provided you have held those securities for over a year.

When planning to make a gift of securities to RPII Real Assets Education Foundation, please reach out to info@rpii.org for transfer information.

Disclaimer:  Tax laws and regulations can change, and individual circumstances vary. Please consult a qualified tax professional or financial advisor to understand the tax implications and benefits of your donation.

RPII Real Assets Education Foundation will accept gifts of real estate; however, pre-approval from the RPII REAF Board of Directors is required. A gift of real estate may be a principal or secondary residence, rental property, commercial real estate, a lot of land, timberland, or real property rights (e.g., mineral or oil royalties). The gift may be the entire property or a fractional interest in the property.

The Foundation will also accept retained life estate gifts. This arrangement allows you to donate your primary or secondary home, farm, or any other personal residence while retaining the right to use or rent the property for your lifetime. The benefits include:

• Immediate Federal Income Tax Deduction  You receive a deduction based on the value of the property minus your retained interest.
• Continued Use:  You can continue to use or rent the property, while being responsible only for maintenance, insurance, and property taxes.
• Estate Tax Benefits:  The property is removed from your taxable estate, potentially reducing estate taxes.

Disclaimer:  Tax laws and regulations can change, and individual circumstances vary. Please consult a qualified tax professional or financial advisor to understand the tax implications and benefits of your donation.

Contact info@rpii.org to discuss the process for making a real estate gift.

A QCD is a distribution of funds from your IRA (excluding SEPs or SIMPLE IRAs, as well as 401k plans) directly to a qualified charitable organization, such as RPII Real Assets Education Foundation (RPII RAEF). An IRA owner must be age 70 1/2 or older to make a QCD. Because a QCD gift goes directly to the charity without passing through your hands, the dollar amount of the gift may be excluded from your taxable income up to a maximum of $100,000 annually, with some exceptions.

Please direct your Traditional IRA custodian to make the QCD check payable to:

RPII Real Assets Education Foundation, Inc.
Federal Tax ID: 52-1256535

Mailing Address:
RPII Real Assets Education Foundation
Attn: Charitable Giving
760 US Highway One, Suite 300
North Palm Beach, FL 33408

Disclaimer:  Tax laws and regulations can change, and individual circumstances vary. Please consult a qualified tax professional or financial advisor to understand the tax implications and benefits of your donation.