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Quiz

Title for this quiz goes here

Is your charitable organization a legal 501(c)(3) organization?
Yes   No
Sorry, your donation is not eligible to receive a tax deduction. If you would still like to give to this organization, we recommend giving cash from a checking account. In addition to charitable gifting, if you would like to learn more about impactful gifts you can make to family and others… contact us (link to page)
Will you receive any goods or services in exchange for your donation?
Yes   No
Will the donation be made to a private foundation or donor-advised fund?
Yes   No
Are you 70 ½ years old?
Yes   No
Do you have an IRA? (If SIMPLE IRA, must not have current employer contributions.)
Yes   No
Are you married?
Yes   No
Congratulations! You can contribute up to $200,000 annually (if you and your spouse have IRAs in each of your social security numbers) to your charities through a Qualified Charitable Distribution. This method of gifting is in your Best Interest. Would you like more info?
Yes   No
Congratulations! You can contribute up to $100,000 annually to your charities through a Qualified Charitable Distribution. This method of gifting is in your Best Interest. Would you like more info?
Yes   No
Donating to your charity with a QCD is a great way to reduce taxable income and save your cash. There are many other benefits! Watch this video to learn more…(video of Frank).
To qualify as a QCD, the funds must go directly from your IRA to the charity. If you would like a Certified Legacy IRA ® Advisor to help, click here (link to contact us page). Also add a link to the page of advisor attestation and to work with a Certified Advisor.
Please note it is very important to communicate with your tax preparer as to reap the tax benefits of a QCD. We have developed a Certified Legacy IRA ® process that will guarantee proper reporting. If you would like more information, click here (link to FA page) or share with your Financial Advisor.
Do you hold appreciated stock?
Yes   No
We recommend transferring appreciated stock to your organization(s). This is a great way to receive both a tax deduction for the full fair market value of the stock and would not have to recognize the capital gain on the appreciation. In addition to charitable gifting, if you would like to learn more about impactful gifts you can make to family and others….contact us (link to page)
We recommend giving cash from a checking account. In addition to charitable gifting, if you would like to learn more about impactful gifts you can make to family and others….contact us (link to page)
Thank you for supporting your community.  If you change your mind and want to learn more about impactful gifts you can make to family and others….contact us (put in the link)