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Planned Giving

IRA Charitable Rollover

If you are 701/2 or older you may be interested to know that you can lower the taxes from your IRA withdrawals. 

Benefits of an IRA Charitable Rollover
•    Avoid taxes
•    May satisfy your required minimum distribution (RMD) for the year
•    Reduce your taxable income, even if you do not itemize deductions
•    Make a gift that is not subject to the deduction limits on charitable gifts

How does it work?
•    Contact your IRA Pplan administrator to make a gift to Ability Works
•    Your IRA funds will then be transferred directly to our organization

Make a Bequest

Benefits of making a bequest
1.    You leave a lasting legacy 
2.    You lessen the burden of taxes on your family
3.    You may receive estate tax saving
How do I make a bequest?
Take to your adviser to include language n your will specifying what gifts will b
e made on your behalf

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