6项清单.

• AHN税号#

  24k皇冠登录的税号是14-1514566. 我们的纽约免税组织ID号是114443.

• 股票及证券

  你知道AHN接受股票礼物吗? Giving appreciated securities that you have owned for more than one year is one of the most tax-advantaged ways to give and reduce your capital gains tax while supporting Holy Names before year-end. 福利包括:
  

  • You claim a tax deduction for the full market value of the securities (up to applicable AGI limitations)
  • 你可以避免资本利得税的升值
  • You have an immediate impact at AHN and AHN will sell the securities without being subject to any capital gains tax
  • 点击这里了解富达的更多好处

  赠送有价股票和有价证券时, 一定要把所有权转让给24k皇冠登录.  不要自己出售股票或证券.  这可以保护你免受任何升值带来的资本收益.
  
  Please consult your tax professional to see if this is an appropriate strategy for you. 你的财务顾问会非常熟悉这个过程. Instruct your broker to make the transfer to the 24k皇冠登录 account with Fidelity. All of the information you will need to make a donation of stock to Holy Names can be found below:
  

  • 富达DTC #是0226(它可能显示为国家金融服务
  • 联系 米歇尔大卫杜夫 的Graypoint, LLC at (518) 641-6333  for the account number that you have chosen to direct your gift of stock to. If you are unsure about what account number to use, please call our office 518-438-7895分机. 我来帮你.

  Please make sure to notify Nora if you have made a gift of stock to the school. This step is very important so that Holy Names is aware of your gift and can process and acknowledge it in a timely manner.
  
  If you would like to wire cash, please contact 克里斯汀维维安 for further instructions 518-438-7895分机. 219 or kvivian@ehamne.com.

• 捐助者通知资金

  如果你有一个捐赠者建议基金(DAF)，你知道这是一个独特的捐赠工具. 在任何时候，你可以推荐一个分销给我们. Your gift comes from funds you have already set aside for charitable purposes; so, 这对你当前的预算没有影响. Please let us know if you are considering a distribution from your donor-advised fund.

• 退休基金的礼物

  Charitable contributions using retirement assets also provide a tax planning opportunity during an individual's lifetime, assuming the donor does not need to rely on said retirement assets in the future. 
  
  

  Qualified Charitable Distributions (QCD) are available for individuals over 70½ years old to donate up to $100,000 in IRA assets directly from the financial institution to the charity annually, 不将分配计入应纳税所得额.  Consider making a QCD from your IRA to satisfy all or a portion of your required minimum distribution (RMD) by making a gift to Holy Names. 不要忘记, your QCD and RMDs have to be completed before year-end so make sure to consult with your financial advisor to determine the correct procedure to accomplish the gift. 
  
  

  一如既往地, we recommend you consult with your financial planner/tax advisor before initiating any contributions relating to retirement assets or in relation to tax planning for 2022 or 2023. Your advisors will need to ensure that documentation is properly executed with your financial institution, the charitable contributions are in agreement with your overall financial planning and the contributions are reflected correctly on your tax return next year.  Any references to tax deductions are applicable only to federal income tax and your tax advisor should be consulted as to applicability to state income taxes.

• 爱尔兰共和军分布

  在大多数情况下, donors with individual retirement accounts must begin making withdrawals at a certain age and are subject to income tax. 但是美国.S. tax laws now permit donors to make charitable withdrawals from their IRAs of up to $100,从70岁半开始，每年有5000英镑. 如果捐赠人将IRA的收益直接转给慈善机构, 捐赠人在提款时免除任何纳税义务. 和你的财务顾问谈谈这个选择. Consider making a QCD from your IRA to satisfy all or a portion of your required minimum distribution (RMD) by making a gift to Holy Names. 不要忘记, your QCD and RMDs have to be completed before year-end so make sure to consult with your financial advisor to determine the correct procedure to accomplish the gift.

  
  We encourage our donors to consult with their professional advisors on the options above. 如果您有任何其他问题，请24k皇冠登录 克里斯汀维维安 在推进处.

• 匹配的礼物

  Many companies offer a 匹配的礼物 program for current and/or retired employees. 这些公司经常匹配, 一美元换一美元或更多, 雇员给教育机构的慈善捐赠. Eligible donors are urged to participate in their company’s 匹配的礼物 program as it multiplies the value of your gift to Holy Names. 别忘了查查你配偶的雇主.