Planning to Give in 2024?
Maximize Your Charitable Impact – We Can Help You With Year-End Giving
We have experience converting various assets into charitable donations and can help you discover organizations aligned with your interests. We look forward to working with you!
Ways we can help:
- Donor advised fund (DAF) set-up: A DAF accepts a variety of assets and allows you to support charitable organizations on your own timing.
- Stock transfers: Planning to use securities for charitable gifts? You are encouraged to request gift transfers from your advisor well in advance of December 31.
- Qualified Charitable Distributions: Donors age 70 1/2 or older can make a charitable gift from a taxable IRA and potentially avoid moving into a higher tax bracket.
- Contact Dotty Weston-Murphy at 203-777-7081.
Now is also a good time to review your estate plans.
- Hats off to those who have done so, and are members of the Nettie J. Dayton Circle: forward-thinking individuals who have chosen to leave a legacy by including The Community Foundation in their estate plans.
