Page 56 - WesternU View Summer 2019

Reduce

Your Tax Burden

even if you don't itemize

Do you own an IRA or other qualified

retirement plan? Are you looking

for a tax-wise strategy to make

gifts to support WesternU?

If so, consider making an

IRA charitable rollover gift.

70½ or older | direct up to $100,000

Satisfies your annual required For more information about making
minimum distribution, or RMD,
an IRA charitable rollover gift, or for
up to the amount of your gift
information on other tax-saving gift
Allows you to give from pre-tax
vehicles, please visit our website or call us
assets and your distribution is
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excluded from taxable income to request a brochure by mail.

Helps avoid limits on charitable
deductions and prevents you from
being pushed into a higher tax bracket

Simplifies the giving process.
It's easy to do—
just notify your IRA custodian Office of Planned Giving
Stephen M. Siegel, MBA, CFRE
Assistant Vice President
Minimizes the effect your giving has Gift Planning Specialist
on your cash flow. The gift is from (909) 469-5243
your assets, not your checkbook siegels@westernu.edu
westernulegacy.org
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