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
Visit https://www.jewishfedny.org/2019-year-end-tool-kit/ to learn more!