Planned Giving is an excellent way to leave a meaningful legacy to Alliance for Housing and Healing and provide essential housing and supportive services to people living in poverty with HIV/AIDS or other challenging health conditions.
When you remember Alliance for Housing and Healing in your will or trust, as a beneficiary of a life insurance policy or retirement plan, or as part of a gift that pays you income during your lifetime, you are ensuring that Alliance will be here to care for everyone who turns to us for help.
You have important priorities for your family and loved ones, and we know that their health and financial well-being comes first. When you are ready, we will be here to help you shape a charitable gift plan that suits your needs and allows you to keep helping with our important work. Please contact Brian Sharp at [email protected] or call (213)201-1439 to learn about the many ways you can support Alliance.
Congress has provided several economic incentives to help address the far-reaching effects of the COVID-19 pandemic. Note that these incentives are temporary and are scheduled to expire at the end of 2021. Please consult your financial advisor.
Qualified charitable distributions are still a great way to make contributions if you are 70½ or older. A qualified charitable distribution (“QCD” or “IRA charitable rollover”) allows you to make a tax-free gift of up to $100,000 to Alliance for Housing and Healing from your IRA if you are 70½ or older. This is a great way to make tax advantageous contributions, especially if you don’t itemize your deductions.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Alliance. No other planned gift is as simple to make or as easy to change, should you ever need the assets during your lifetime.
Here is a tax-smart way to make an impact to Alliance for Housing and Healing using your traditional or Roth IRA. The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Alliance and satisfy your Required Minimum Distribution (RMD). If you are not required to take an RMD but no longer itemize your deductions, then a QCD may be right for you as well.
How Do I Qualify?
The IRA charitable rollover (QCD) offers multiple benefits for making gifts from your traditional or Roth IRA.
Benefits of an IRA Charitable Rollover Gift
How can I make an IRA Charitable Rollover?
Contact your IRA administrator for their QCD distribution form and information on the procedure to make such a gift.
Contact our Legacy Giving office for information on gift strategies that can help you support Alliance for Housing and Healing and provide significant benefits to you and your family.
Brian Sharp
Major Gifts Officer
(213)201-1439
[email protected]
