Tax Smart Giving for 2019

Have you tried gift bunching?

By bunching gifts you can once again enjoy the full tax benefits of itemized deductions. Learn how a bunching strategy can help WPI and you.

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Act Now to Receive Tax Benefits for 2019

Are you aware of these tax-smart ways to make your year-end gift to WPI?

Click here for more informatin on Appreciated Securities.
Gifts of securities, such as stocks and mutual funds, entitle you to a charitable income tax deduction equal to their full market value. In addition, you don’t have to pay capital gains tax on securities you donate.

Click here for more informatin on Charitable IRA Rollover.
If you are 70½ or older, you can make a tax-free gift of up to $100,000 directly from your IRA to WPI. The amount of your gift is not included in your taxable income, but it does count toward your required minimum distribution.

Click here for more informatin on Gift Annuity.
You will receive an income tax charitable deduction and some payments could be partially tax-free.