Tax-wise year-end giving strategies

Make a charitable IRA Distribution
If you are age 70½ or older, you and your spouse can each direct up to $100,000 from your IRA to Lena Pope, without paying federal income tax on the withdrawal. Contact your IRA administrator for more info.

Give appreciated securities
Giving appreciated stocks, bonds, or mutual fund shares can be a tax-advantaged way to provide support for Lena Pope. You avoid capital gains tax on the appreciation (if held for more than one year) and you receive an income tax deduction for the fair market value. Because we receive stock transfers without donor-identifying information, please notify us if you plan to make a gift of stock.

Make a gift from your donor advised fund
An increasingly popular method of charitable giving, a donor advised fund can be an easy and flexible way to manage your giving.

If you have questions about year-end gift making or are considering making a gift through any of the above methods, please use the following info:

Mailing address: Lena Pope, 3200 Sanguinet Street, Fort Worth, Texas 76107
Tax ID number: 75-6003583
Phone: 817-255-2606
Contact: Cathy R. Sheffield, Chief Advancement Officer

*The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.