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Planned giving

Planned Gifts are an exceptional way to leave your mark and ensure that the important work you care about continues to impact people’s lives.
Many planned giving options create financial and tax benefits for donors today. Here are some planned gift options you may want to consider:

Estate Gifts/Bequests

Bequests are a simple way to support the long-term impact of St. Margaret’s House by simply naming us as a beneficiary of your retirement assets (401K, IRA, or life insurance policy. )

Qualified Charitable Distribution (QCD)

A QCD can further reduce tax liability for those who are 70½ or older when you make a distribution now from your 401K directly to St. Margaret’s House.

Gifts of Stock

Donating appreciated stock is a wonderful way to make a big impact on the work of St. Margaret’s House. By donating the stock directly to us, you won’t owe capital gains tax, and may also be able to claim an income tax deduction for the stock’s full market value.

If you have already included St. Margaret’s House in your estate plans, please let us know here. Sharing your plans does not bind you to an obligation; it simply allows us to honor your intentions as we look to the future together.

If you need Organizational information or sample language to share with your financial advisor, you can find it here.

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