MAXIMIZE YOUR TAX BENEFIT
Donate Appreciated Stock-Give stock shares and receive a deduction for the full fair market value while avoiding tax on capital gains.
Charitable IRA Gifts - Bypass tax on your IRA RMD by giving a Qualified Charitable Distribution (QCD).
GIFTS THAT PAY YOU INCOME
Charitable Gift Annuity-Supplement retirement income with steady payments for life that are partially "tax-free" with an immediate tax deduction for the gift portion. A minimum gift is $10,000 in most states. Call for eligibility and specific rates.
PLAN AND GIVE LATER
Beneficiary Designations-It is simple and easy to give assets, whether all or in part, that allow you to name a beneficiary.
Examples include your:
- IRA
- Retirement Plans
- Insurance Policies
- Bank and brokerage accounts
Bequest-Make a meaningful legacy gift through your will or living trust. Designate a specific amount or a percentage of residue that does not affect your cash flow during your lifetime.
