Planned gifts that can help now:
- Gifts of securities
- Gifts of real property
- Charitable Lead Trust
- Charitable IRA Rollover
Planned gifts that can help later:
- Wills and trusts
- Gifts of Insurance
- Remainders from Qualified Retirement Plans
If you have questions about how you can support Refuge of Hope through planned giving, talk with your financial advisor and contact Jo Ann Carpenter at (330) 453-1785 or firstname.lastname@example.org.
Did You Know?
The Charitable IRA Rollover allows individuals age 70½ and older to make direct transfers of up to $100,000 per year from individual retirement accounts to qualified charities without having to count the transfers as income for federal tax purposes. Since no tax is incurred on the withdrawal, gifts do not qualify for an income tax charitable deduction, but are eligible to be counted toward an individual’s minimum required distribution. Contact your financial advisor for the most current changes from the IRS regarding the IRA rollover.