IRA charitable rollover: If you are 70½ or older, an IRA charitable rollover can lower the taxes on your IRA withdrawals.
Stock gifts: Gifts of appreciated stock may provide a greater tax advantage than gifts of cash.
Real estate gifts: Gifts of home or property provide a potential income tax deduction for the fair market value. Plus, the full value of the gift goes to work for children and families because capital gains taxes do not apply to charities.
Life insurance gifts: Do you own a life insurance policy that’s no longer needed? It could provide life-changing opportunities for vulnerable children.
Charitable gift annuity: Your year-end gift can provide you with a tax deduction and a lifetime stream of income.
Questions about any of the above? Talk to Halie Sue Clifton at email@example.com or 919.754.3620