Tax-Smart Ways to Give in 2025
February 04, 2025
While reviewing paperwork for your 2024 tax return, did you find yourself wondering whether you missed any opportunities to save? Now is a great time to consider giving options that allow you to make a major difference at the R&E Foundation while also enjoying tax benefits on next year’s return:
- Use appreciated securities
- Contribute to your donor advised fund (DAF)*
- Make a gift from your IRA
- Secure higher gift annuity rates
As you consider the smartest ways to leave a legacy, we are happy to help ensure that you realize the greatest benefit for your kindness. Please contact Linda Flo at 1-630-590-7773 or lflo@rsna.org to discuss the options that work best for you.
*It’s one of the easiest, most popular and versatile ways to give: the donor advised fund. Find out just how tax-smart and simple this charitable savings account is in our FREE guide.