Great tax benefits exist for those who give. Here are some of the gifts and associated benefits you should know about.

Qualified Charitable Distribution (QCD)

The Qualified Charitable Distribution (QCD) is now permanent and is a terrific way to make a tax-free gift to Partners in Health using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

Cryptocurrency

A gift of cryptocurrency, the tradable digital asset or digital form of money, can be an excellent way to advance the mission of Partners In Health. The I.R.S.

Stocks & Bonds

Giving long-term appreciated stock is one of the most tax advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Partners In Health.

Charitable Lead Annuity Trust

Make a substantial gift to Partners In Health in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Charitable Lead Unitrust

Make a substantial gift to Partners In Health in the form of variable annual payments and pass assets to your family or other heirs at reduced tax cost.

 

The gift planning material presented on this website is not offered as legal, tax, or financial advice. 

Prospective supporters are urged to consult with an attorney, financial advisor, estate planner, or accountant before making any arrangements or gifts.