You can maximize your philanthropic giving through sound and timely gift planning for the future of Potomac Riverkeeper:
- You can make a gift that costs you nothing in your lifetime. You can provide now for a future gift to Potomac Riverkeeper by including a bequest provision in your will or trust.
- You can give appreciated stock or bonds held for over one year. The IRS allows you one of its most significant tax breaks for gifts of appreciated stock.
- You can transfer ownership of a paid-up life insurance policy. You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
- You can name Potomac Riverkeeper as the beneficiary of your IRA, 401(k), or other qualified plan. If you are 70 1/2 years or older and are taking the Required Minimum Distribution (RMD), ask your IRA plan advisor to make a direct payment from your IRA to Potomac Riverkeeper without incurring income tax liability on the withdrawal.
Talk to your tax adviser to see if any of these planned giving options are right for you.
If you have questions or would like to discuss options, contact Robin Broder by phone (202-222-0706) or email.
If you are considering a major gift, please read about our Potomac River Stewards.