Holloway Foundation Enhancing the Experience 2

Ways to Give

To Give

Do This

Savings

Deduct gifts up to 50% of your adjusted gross income in any one year. Carry over any excess into as many as five tax years. Deduct the full current value of the stock and bypass any capital gains tax, which might be due on a sale. Deduct such gifts up to 30% of your adjusted gross income in any one year. Carry over any excess into as many as five tax years. Securities must be long-term (held longer than a year) to qualify for favorable tax treatment. Deduct the current value of your cost in the asset, depending upon how the asset will be used. Inquire for details. Note: A qualified appraisal is required if you are claiming a charitable deduction of $5,000 or more. Take a deduction if you name a charitable owner and beneficiary. Inquire for details.

Give by check or other means of giving cash.

Cash

Please contact Mary Claire Parrish, Director of Development at mcparrish@mrapats.org

Securities

Personal Property Given for a Related Use

Deed or deliver property to the recipient.

Assign a charitable beneficiary (or owner and beneficiary) of an existing or new policy. Include Madison-Ridgeland Academy in your will for a specific amount, a percentage of your estate, or a remainder gift after bequests to individuals have been paid.

Life Insurance

Take an estate tax deduction for full value of your bequest to Madison- Ridgeland Academy.

Bequest

Madison-Ridgeland Academy is a 501(c)(3) organization. Your contribution is tax-deductible to the fullest extent of the law. Please consult your tax advisor, attorney, or other professional advisors for specific advice and additional information regarding your individual situation.

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