TAX-SAVVY GIVING: SAVE WITH STOCK/GIVE FROM YOUR IRA

STOCK GIVING

Transferring appreciated stocks is a powerful way to support The Valerie Fund and avoid paying capital gains. By transferring stock to support our pediatric care, you can also deduct the full current value of the stock regardless of the price when you purchased it. To obtain stock transfer instructions, call us or email Lori Abrams, Director of Development, LAbrams@TheValerieFund.org.

CHARITABLE GIFTS FROM YOUR IRA

Did you know that you can donate directly from your IRA? Qualifying gifts up to $100,000 can be made without counting the transfers as income if you are over 70 ½. They are called Qualified Charitable Distributions and can easily be made by completing a simple form provided by your financial institution. Need help? Give us a call! 973-761-0422