IRA GIFT

 

You have until December 31st to once again make a tax-free gift from your Individual Retirement Account (IRA) directly to PBS SoCaL.

It's a smart way to not only enjoy tax savings but also support the value of public television.
 

Here's How It Works:

You must be 70½ or older to make an IRA rollover gift to a public charity, like PBS SoCaL.

You can give up to $100,000 from your Traditional or Roth IRA.

Instruct your plan administrator to send a specific dollar amount directly to PBS SoCaL. Your administrator can send the gift by check or electronic transfer.

Benefits to You:

Each dollar of your donation will count towards your required minimum distribution for 2015.

You can exclude up to $100,000 of this gift from your Federal gross income - resulting in lower taxable income and possible tax savings

You will have the personal satisfaction of doing more for our community than you originally thought possible.

Tip: This tax savings is especially valuable to donors who are non-itemizers and donors who have reached their limit on itemized charitable deductions.

 

Please consult with your financial advisor about this win-win opportunity. For more information, you can also contact:

 

 

 

 

Act now!


Your gift must be completed by 
December 31st in order to receive the maximum benefits for 2015.