Each and every contribution impacts the lives of people in this community. Planned Giving is an opportunity for you to provide long-range financial support for Chapter programs and services and improve your personal and family tax outlook. With a little planning, your personal philanthropy can be even more meaningful for you and your family. Careful planning may enable you to make more substantial contributions than you ever thought possible. The Chapter welcomes and deeply appreciates your generosity while urging you in the strongest possible terms to consult your family and qualified financial consultants before committing your resources to any sort of charitable gift.
Most people use personal checks to make charitable contributions.
The portion of any cash gifts exceeding half of your AGI may be carried over and deducted in the next year for up to the next five years. Gifts of Securities Giving stocks, bonds or mutual fund shares that have appreciated in value will increase the impact of your gift to the Chapter. The portion of any securities gifts exceeding 30 percent of your AGI may be carried over and deducted in the next year for up to the next five years. If your securities have lost value from your initial purchase price, you should consider selling the securities first and then donating the cash proceeds to the Chapter. You will earn both the capital loss deduction on your income tax and a charitable deduction for the full amount of the gift.