ZYSA CAPITAL CAMPAIGN FUND

As ZYSA continues working on long-term development, the Club has moved forward with another partnership!

ZYSA has now opened a Donation Account with Stifel, an investment firm based out of St. Louis, while working with local Zionsville resident and Sr. VP Investments, Edward Valdettaro, at a local Indy branch.

Purpose

To raise funds in order drive the development of the Club, in turn to help players learn and develop, both on and off the field, while continuing to make a lasting impact in the community.

Capital Campaign Fund Goal

$3,500,000

What is a Donation Account?

ZYSA is a 501c(3) organization, meaning we are a non-profit, or charity. As such, a non-profit may receive not only cash donations, but marketable securities as well, like individual stocks, mutual funds, and bonds.

Donating to charity feels good, but so does the tax deduction! It’s not surprising that nearly 75% of high-income taxpayers donate cash to charity. But, fewer than 10% donate marketable securities.

When you donate appreciated securities to a qualified charity, the fair market value is deducted from your taxable income and neither you, nor the charity will be taxed on the capital gain. Therefore, you can make a bigger impact with your charitable donation by gifting your stocks, rather liquidating them and gifting the cash that remains after you’ve paid federal capital gains tax.

Donating From a Donor Advised Fund (DAF)

A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about. 

If you have a DAF, or open/create one, when you contribute cash, securities, or other assets, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth in the Donor Advised Fund, and you can recommend grants to any eligible IRS-qualified public charity.

Donor-advised funds are the fastest-growing charitable giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.

DAF’s do cost money and have stipulations just like any other type of investment account, so please consult your Finance/Tax Advisor on whether you should open and donate to this type of investment account.

Donating From A Retirement Account

If you have a Traditional IRA, you can make your donations via a qualified charitable distribution (QCD), which is a distribution from your individual retirement account (IRA). You must be age 70½ or older to make a QCD. A qualified charitable distribution is not taxed, nor is it included in your taxable income.

If certain conditions are met, QCDs also can count toward the required minimum distributions (RMDs) that people who are age 73 or older must meet each year if they have traditional IRAs

How to Donate

Download this PDF and provide to your financial advisor. The instructions will help to complete the donation from your investment account, to the ZYSA Capital Campaign Fund.

Stifel Indianapolis NW Branch

600 E 96^th St., Indianapolis, IN 46240, Suite 575 | (317)-571-4600

** Please seek advice from your financial and tax professional on which assets to donate, and from which type of account.**