Fulfill your gifting legacy by knowing your options and utilizing smart tax planning strategies to make your gift go farther.

There are many ways to give to non-profit organizations that champion issues and causes close to your heart. The financial professionals at Rowling & Associates can explain options such as:

  • Donor advised funds: If you want flexibility and great tax benefits, then a donor advised fund could be the way to go. You get an immediate tax deduction and can gift the money to non-profits in future years.
  • Highly-appreciated assets: Donating appreciated stock or mutual fund shares can be a great tax strategy. You avoid tax on the gain while deducting for the full market value.
  • Tax-free donation from your IRA: You can make a tax-free donation from your IRA to a non-profit – avoiding tax on the distribution.

Call the financial professionals at Rowling & Associates to schedule a free introductory meeting to learn how charitable giving can be a part of your financial plan.