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Planning Your Year End Giving
Gifting Securities May Have Added Tax Benefits

As you plan your year-end giving, consider a gift of appreciated securities to The Rotary Foundation. This is an effective way to fulfill your giving goals and help maximize your tax savings. You may be able to: Deduct the fair market value of your gift; Avoid capital gains tax on the appreciated stock. You can donate appreciated securities through your broker or by mail. You can use our stock transfer form to make a gift today. To learn more, see our Securities page. If you are 70½ years or older, you may get extra tax benefits by giving through an IRA charitable rollover gift. Contact Lee Hollingsworth with any questions. Let’s continue Doing Good in the World together. Your actions today will shape our Foundation’s future.

Posted by Lee Hollingsworth
December 1, 2024

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