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FORM 990

If you wish to view our IRS Form 990, you may download it pdfhere or check the following website: www.guidestar.org.



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Maximize Your Year-End Giving

The end of the year is fast approaching, and with it so is your opportunity to reduce your taxes.

There are a number of charitable planning strategies that can help you lower your income and taxes this year. Here are some ways you can shift tax dollars to charitable dollars and support a cause you admire.

IRA Charitable Rollover – Persons age 70 ½ or older can rollover up to $100,000 from their IRA to a qualified charity such as The Community Foundation. This can lower your income and taxes.

Outright Gift of an Asset – Make a gift of stock, real estate or another asset, avoid paying capital gains tax on the transfer and receive a tax-saving charitable deduction.

Donor Advised Fund (DAF) – Make a tax-deductible gift to a DAF, which gives you the ability to make grants to your favorite charities this year and in future years.

Zero-Tax Gift and Sale – Make a gift of part of an investment or property you intend to sell; avoid paying capital gains tax on the sale and receive cash back.

If you would like further information on any of these end-of-year planning strategies, please contact the Philanthropic Services Team at 951.241.7777.