The IRA Charitable Rollover is Back for 2013
Donors age 70½ or older may once again make gifts to Perkins and other charities directly from their IRAs, without including the IRA withdrawal in their taxable income. This provision, available now through December 31, 2013, was passed into law on January 2, 2013.
What is a planned gift?
The term "planned giving" refers to charitable gifts that require more thought and planning than the typical charitable contribution. Planned gifts are popular because they can provide valuable tax benefits and/or income for life while helping to advance the mission of Perkins.
A planned gift can help you create income for:
You may choose to donate the following assets:
Wanda and Ronald Mourant knew it was important to prepare for their future long before retirement arrived. When they realized they could achieve their personal financial goals and leave a legacy at Perkins at the same time, they jumped at the opportunity to establish a Deferred Charitable Gift Annuity…Read more of the latest Thomas H. Perkins Testimonial
Choosing to make a planned gift entitles you to membership in the Thomas H. Perkins Legacy Society which recognizes individuals who have created a legacy for Perkins.
Planned Gift Calculator
Explore a variety of gift options privately by entering your basic information, customizing your figures, and changing your options any time by using our web-based interactive planned gift calculator.
Perkins does not provide tax or legal advice. Gift calculations are provided for illustrative purposes only. The actual values may vary based on the timing of your gift. Please consult your attorney or tax advisor prior to entering into any gift planning arrangement.
For more information, please contact:
Alleather Toure, Esq.
Perkins Trust Office
175 North Beacon Street
Watertown, MA 02472