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Dahlem + Your Legacy

 

There are many ways you can contribute to Dahlem’s longevity and make us part you your legacy. Whether it be through an IRA or estate planning, we can assure you that every dollar will be used to extend our mission and better the community. Plus, it’s all 100% TAX DEDUCTIBLE!! Giving not only helps Dahlem, but could decrease your overall tax liability – it’s a win win!

 

By giving to Dahlem you are:

  • Fostering future stewards of nature through our Little Acorns Nature Preschool, Mighty Naturalists Program, & Outdoor Adventure Day Camp
  • Expanding the scientific curriculum of Jackson County Schools through Annie’s Big Nature Lesson and day field trips
  • Helping to engage community members in conversations about nature preservation & providing programs teaching them how to take action
  • And so much more!

Ways to Make Dahlem Part of Your Legacy

Required Minimum Distributions

If you have an Individual Retirement Account (IRA)  you will be required to take out a minimum distribution from that account starting at age 70 1/2. If you do not want or need this additional income and you do not want it to increase your taxable income, you can donate it to a charity.

Qualified Charitable Distributions (QCDs)

Instead of taking a required minimum distribution, individuals 70 1/2 or older can donate up to $100,000 directly from a taxable IRA. This can allow an individual to potentially make a greater donation than a minimum distribution – QCDs reduce the overall amount of the IRA, potentially decreasing the required minimum distribution in future years, and they do not count toward the maximum amounts deductible if you itemize your tax deductions.

Donation of Appreciated Stock

The donation of appreciated stock not only allows for a tax deduction, but it also potentially allows you to avoid the capital gains tax liability. This means that the charity would ultimately receive more money since you can give the full charitable contribution.

Estate Planning

Giving to a charity in your will can have many benefits. Specifically, assets transferred directly to a charity are not taxed and can reduce the overall estate tax passed to your family. There are many ways to include a charity in your will, some of which you can still donate during your lifetime. These include:

  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Retirement Assets

 

** This information is a very brief summary of a few charitable giving options. It in no way is meant to replace professional guidance or counsel. Please consult your tax adviser before making donation decisions.

Helpful Resources:

Fidelity Charitable – Smart Charitable Tax Strategies

Lifetime Giving & Estate Planning