There are many opportunities to shape your charitable gifts to fit your unique circumstances and to make sure you maximize the financial advantages and tax savings. Here are some gifts to consider:
Charitable Gift Annuity
A charitable gift annuity is a way to make a gift to Partners In Health, receive income for yourself or others and be entitled to a current income tax deduction for a portion of the assets given to fund the gift annuity.
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.
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).
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding PIH's future.
Donor-Advised Fund
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. You can make an outright gift by suggesting a grant to Partners In Health, or designate Partners In Health to receive a portion of the fund value upon the termination of the fund.