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.