Interested in having more money in your pocket and less in Uncle Sam’s? We’ll be discussing the
following tax-efficient ways to make donations and in some cases, also receive income:
• Utilizing charitable gift annuities to create a guaranteed life-time income stream. (Rates up to 9%.)
• Making tax-free donations from an IRA.
• Donating stock in a way that will bypass the capital gains tax.
• Learn how the staff in the Planned Giving and Trust Services Department of the Oregon Conference can assist you with the above items.