Planned Giving

IRA Distribution- (age 70 1/2 or older)

You can reduce your taxes by making a charitable gift, permitting you to lower your income and taxes. Contact your financial adviser to arrange for a charitable distribution.

Planned Gifts - Gifts promised for the future

These gifts include bequests, charitable annuities, life insurance, real estate and retirement assets.

                                                                                         

 

A bequest can be made in several ways: Bequest Suggested Wording

  1. You can gift a specific dollar amount or asset

  2. You can gift a percentage of your estate

  3. You can gift from the balance or residue of your estate

  4. You can make a beneficiary designation of certain assets        

                                                                                         

Appreciated Securities-  Stocks, bonds or mutual funds.

Giving stock to the Library is easy.  Work with your financial adviser to donate stock electronically or by registered mail.  You can even name the Library as a beneficiary of your stock account. No matter how you give, YOU are making a great impact on the Library. 

Contact the Library at Librarian@northwaleslibrary.org or call 215-699-5410 for further information.

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