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Tax-Wise Gifts for 2021

  • November 15, 2021

Did you know there are gifts you can make that will not only help ADL fight antisemitism and hate, but also provide YOU with additional tax benefits? Here are some ways to do just that:

 

 

A Qualified Charitable Distribution (QCD) from your IRA:

If you are 70 ½ or older, you can use some or all of your IRA required minimum distribution to make a qualified charitable distribution to ADL. The amount you transfer to ADL does not count as income for the year, reducing your taxable income. ADL gets a gift, you get a tax benefit, and you get the joy of knowing you’ve made a difference in fighting hate for good!

 

A Gift of Stock

Do you have stock that has appreciated in value? You can sell it and will be assessed as a capital gains tax. Or, you can gift the stock to ADL!  ADL gets the current trade value of the stock, you do not get taxed on the capital gain, and you help ensure that the important work of ADL continues to provide justice and fair treatment for all.

 

A Charitable Gift Annuity (CGA):

If you are 65 or older, you can make a gift of $10,000 or more to ADL. In return, you will receive fixed, secure payments for life for you and/or a loved one, plus you get significant tax benefits.

 

For more information, contact Susie Moss, Director of Development at mountainstates@adl.org.