2026_Retirement-Plan-Giving_2Pager-.pdf

Considering stock giving for charity? You can claim a charitable income tax deduction. This chart shows how giving appreciated stock could save you $5,100 in net taxes, a win-win!Maximize your giving with an IRA/Retirement Plan. Did you know a Donor Advised Fund allows unlimited contributions? This table breaks down key differences between IRA and Estate Plan giving.Smart giving offers many options, from Donor Advised Funds to Charitable Gifts from IRAs. Explore these strategies to find the perfect fit for your philanthropic goals and maximize tax benefits.Want to ensure your charitable giving has the biggest impact? The Jewish Foundation partners with advisors to help clients convert assets like securities into charitable dollars, ensuring meaningful, tax-advantaged giving.