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.