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Planned Giving Options

Your philanthropic support is essential to the Wissahickon Valley Watershed Association’s ability to keep our community’s remarkable and treasured places accessible and beautiful forever, safeguarded from the pressure of development.

For many people, philanthropy is not only a way to actualize their values while serving their community, but it can also be an important component of their tax strategy, estate planning, and investment strategy.

Such planned gifts can help you reduce or eliminate capital gains or estate taxes, and obtain significant income tax deductions.

Here are some ways you can support conservation in your backyard while meeting your personal financial goals. If you are interested in exploring planned contributions for the Watershed, please contact Anna Marchini, Development Director, at anna@wvwa.org or 215-646-8866.

Gifts Through Your IRA

If you are 70 ½ or older, you can make a tax-free distribution from your traditional or Roth IRA to WVWA. You can donate up to $100,000 annually without incurring income tax on your withdrawal.

How it works:

  • You direct distributions in the amount of your choosing from your traditional or Roth IRA to WVWA. This can be a one-time or recurring gift.
  • The distributions go directly to WVWA and are not subject to income tax.

How you benefit:

  • You avoid the income tax penalty on your distributions.
  • You have the satisfaction of seeing your gift support critical conservation work.

Gifts of Appreciated Assests

Gifting appreciated stock is one of the most effective means of tax savings available.

How it works:

  • Contact your broker for details about how to transfer your gift electronically to WVWA.
  • Advise WVWA of the transfer including name of the stock & number of shares.

How you benefit:

  • The satisfaction of knowing your money is invested in a cause important to you.
  • Capital gains taxes on the stock are avoided.
  • You will be eligible to receive an income tax charitable deduction for the full fair-market value of the stock at the time of the gift.

Bequests

Bequests can be made in the form of a specific gift of cash, securities or property, or a percentage of the remainder of an estate. Retirement assets or life insurance may be included.

Real Estate

If you own a home or other property in which you no longer want to live or manage and you would like to make a charitable WVWA gift, a real estate gift can be discussed.