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Designate and Donate—United States Savings Bonds
Gift savings bonds to your favorite charity through your estate plan and save your heirs from excess taxation.
You can donate savings bonds to McLean by designating us (Tax ID #26-1960246) as a beneficiary of the bonds. By including a provision in your will, we can become the owner after your passing. By doing so, your estate will not owe income taxes when we cash them in. It's another great way to save on taxes and support our mission.
There are many types of savings bonds so be sure to speak with your financial advisor or contact us for more information.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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