Your gift provides a child, a family and an elder in the community with what many take for granted; a warm, safe, affordable home and financial stability. Your donation helps AHEAD continue to enrich the lives of the people we serve and build safe, strong, prosperous communities.
IRA Charitable Rollover
In law terms, a “qualified charitable distribution” is used to describe an IRA Charitable Rollover. A qualified charitable distribution is money that individuals who are 70½ or older may transfer from their traditional IRA to eligible charitable organizations. There is a $100,000 cap for charitable distributions from IRAs per year. Individuals may exclude the amount distributed directly to an eligible charity from their gross income. This gift can also count toward your Required Minimum Distribution (RMD), but it will not be taxed as income. Your spouse or partner can do the same. Because an IRA Charitable Rollover is not taxed, it will replace itemized charitable deductions. If you’d like to support AHEAD through an IRA Charitable Rollover or if you want more detailed information, please contact your IRA Custodian.
A bequest is anything you leave to a nonprofit organization through your will or trust. Any property, money, securities or personal belongings you have at the time of your death can be gifted to a nonprofit such as AHEAD.
You can make a bequest to AHEAD by creating a new will, adding an amendment to your existing will or naming AHEAD in your living trust. You may also designate AHEAD as a beneficiary of a life insurance policy or qualified retirement plan. In doing so, you leave a legacy to AHEAD, while enjoying the assets you need to maintain your lifestyle. In addition, you are able to distribute some or all of your assets, tax-free! For more information about bequests, please call (603) 444-1377 or email us.
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