Today is December 15, 2019 -

2019 Year-End Tool Kit

Save Taxes Today and Secure Our Jewish Community For Tomorrow!

    • Bunch your charitable gifts for a few years, exceed the standard deduction so you can deduct your gift, and take the standard deduction next year
    • Open a donor-advised fund and recommend distributions to charitable organizations over the next few years
    • Give a legacy gift now and take the deduction now
    • Make your annual gift for the next few years today
    • Transfer appreciated stock and avoid capital gains—for annual gifts, donor-advised funds or endowment funds
    • If you are 70 1/2 or older, rollover your RMD to Federation for your annual gift, multiple annual gifts, or to open an endowment fund and reduce your taxable income
    • Increase your income with a gift annuity

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Jewish Federation of Northeastern New York

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