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

Charitable planning tax service as indicated by gift wrapped on San Diego beach

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 different charitable planning 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.

IRAs and Charitable Giving – Why You Shouldn’t Wait!

People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required to take IRA distributions, read on.

How to Claim More Tax Deductions before the New Year

Those who give shall receive tax deductions. There are a few different ways of donating to charity and receiving a benefit, even if you do not itemize your deductions. In this article, we will discuss how this is possible.

QCDs: A great way to gift wisely this holiday season

As we head towards the end of 2018, tax planning is a topic of increasing importance to many people. One question that comes up particularly often, especially in this time of changing tax laws, is “How can I lower the amount of taxes I owe?” If you’ve been taking required minimum distributions (RMDs) from an IRA, a qualified charitable distribution (QCD) may be just the thing for you.