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Bequest from a Will or Living
Trust
Gifts made through a will bequest or living
trust provision allow you to control your assets
during your lifetime and reduce estate taxes.
Retirement Plan Assets
Retirement plan assets are ideal assets with
which to fund a charitable bequest. Under IRA
rules, most people are required to withdraw less
money from their plans, thereby leaving larger
accounts at their death. Taxes on these accounts
can be offset by charitable tax deductions.
Appreciated Stocks
Gifts of appreciated stocks held more than one
year can result in tax savings for you. You may
deduct their current market value, up to 30
percent of your adjusted gross income, and avoid
the capital gains tax you would pay if you sold
them. To make a gift of stock, contact Rosie
Viaz at 612-925-7271 or via e-mail at
rviaz@jones-harrison.org.
Privately Held Stock
If you would like to gift privately held stock
or other non-publicly traded securities, please
notify Rosie Viaz at (612) 925-7271 in the
Development Office at Jones-Harrison Residence.Information to learn more about Jones-Harrison
Giving Tools is soon to come.
Please find out more about Philanthropy now by
checking out these pages:
Did You Know
Updates on trends in philanthropy, estate
planning, etc.
More
On Did You Know?…
Donor
Profile
Donations can come in a wide variety of
packages...
More
on Donor Profiles…
What's
Happening (with your donations)
Donations fund so many special initiatives and
programs at Jones-Harrison. Find out more about
the latest projects.
More On What's Happening
with your donations…
Make a
Donation
Once you’ve made your decision to give, we’d
like to hear from you!
More
on Make a Donations…
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