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Crisis Center of Tampa Bay
 September 2013

 

Financial Alert: Make Tax-Free Gifts  

From Your IRA Today

 

There is a way for people who are 70 and older to establish their legacy now by using a tax incentive that may not be in place in 2014.  The IRA charitable rollover legislation allows for people who are 70 or older to make a charitable  

contribution (of up to $100,000) from an IRA without undesirable tax effects. In order to qualify, the gift must be made directly from the IRA to the charity. 

By making a gift this year from an IRA, people can see their philanthropic dollars at work. This jump-starts their legacy while providing the joy of watching their philanthropy take shape. The funds can be used to fulfill any outstanding pledge that has already been made by transferring that amount from the IRA.

The Charitable IRA rollover legislation is currently set to expire on December 31st.  This is a wonderful opportunity for people who are 70 or older to make a gift to the Crisis Center before December 31st.

Click HERE to read more about this opportunity on the Crisis Center's Legacy Society page or contact Jennifer Moore, Director of Advancement by email (jmoore@crisiscenter.com) or phone (813.969.4977)  

 


  
 
Have you considered leaving the Crisis Center in your estate plans?
Click here to learn more about the Crisis Center's Legacy Society.
 
 
   
 
To check out photos from previous events, be sure to visit the Crisis Center
Facebook page or our Help, Hope, Healing Blog.
 

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