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There are a number of strategies one can utilize to support the charities they love.

  • Giving gifts of Appreciated Stock.
    You won’t pay taxes on the Capital Gain and still receive a deduction.
  • Using a donor-advised fund to get an immediate tax deduction with the ability to recommend where those dollars should go over the years.
    It can be added to and replenished. This works if you take the itemized or standard deduction.
  • Qualified Charitable Distributions from IRAs for those 70 ½ + to reduce your income.
    You must direct those payments to go directly to a charity. Then they will not count as income.
  • Bunching
    Giving larger gifts every other year or every few years so you maximize your potential savings through charitable deductions.
  • Charitable Lead & Remainder Trusts
    Giving estate assets to remove value from your estate while giving you an immediate tax deduction.
  • Planned Giving
    Let us help you connect to a financial planner who can advise you in the planning future for you and your family.

 

For more information on taking advantage of strategic giving options or to use these options to give to the NSYMCA today, click below

 

Howard Schultz

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Debbie Madeley

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