Agros

Tax-Smart Ways to Give

As 2021 comes to a close, we wanted to remind you of a few tax-smart ways to make the most of your generosity and share your love with Agros families this Christmas. 

Long-time board member and investment advisor, Dustin Brumbaugh with the Tschetter Group, has shared with you two ways of giving that allows you to be generous while making smart financial decisions.

Dustin shared with us…

With strong gains in the market and uncertainty around potential tax changes, tax smart ways to give are as timely as ever.  We want to highlight two straightforward and smart ways to consider giving to Agros:

  • A donation of highly appreciated stock
  • Giving directly from a retirement account (IRA) through a Qualified Charitable Distribution (QCD)

 

Please contact Director of Development, Kim Cuevas, at KimC@agros.org or reach out to the Agros team with any questions you may have about your giving, or to set up your year-end gift.  

We are so grateful for your generosity in this and every season. Merry Christmas! 

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You can find more detailed information about the qualified charitable distributions & gifting stock process here. *this link will take you to an external site 

If you have specific tax-related questions, make sure to reach out to your individual tax adviser. 

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