There are just a few days left in the year and you may be thinking about your year end charitable giving. Charitable giving can be enhanced using income tax deductions, so it can be more effective when included as part of year-end tax planning. Here are a few dates and ways to give that may be helpful. We always suggest you speak with your financial adviser to make the best decision for your charitable giving.
Gift checks mailed via U.S. Postal Service with postmark and check date on or before December 31, 2018 will be counted for 2018 regardless of when they are received at United Way. Our mailing address:
Also, be sure you have taken your Required Minimum Distribution (RMD) from your IRA. In short, you can make a direct tax-free distribution from your IRA if you’re age 70 1/2 or older to an eligible charity without paying Federal Income Tax on the distribution. Contact your financial adviser to find out what is best for you!
If you have any questions, please contact Jeannine Joy at 239.433.7209 or via email at email@example.com
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.