assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to...
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AVOID: Retirement Plan Assets (IRA, 401K)
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Charitable IRA
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Donor Advised Fund – Plan:
▪ Gift entire asset now
▪ Receive immediate charitable income tax deduction for entire amount gifted.
▪ Advise fund to transfer church gift portion immediately (or progressively over 3 years)
▪ Advise fund to make gifts to other charities in the future
▪ Limited paperwork for transfer, low cost