EFTA00381805.pdf
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From: "MC Planned Giving" <plannedgiving®ajc.org>
To: "Jeffrey Epstein"
Subject: ACT NOW - 2013 TAX-WISE GIVING
Date: Tue, 08 Oct 2013 14:42:45 +0000
Dear Jeffrey,
Thank you for your support of AJC. It's that time of the year when you may be
considering your charitable contributions. You have until December 31, 2013 to
use the IRA charitable rollover provision to make a gift to AJC, and receive tax
benefits. Click here to learn how now!
Who can take advantage of the IRA charitable rollover? What is the maximum gift?
If you have an IRA, and you and/or your spouse are 70'/: and older, you each can make a
tax-free charitable distribution of up to $100,000 from your IRAs directly to a public
charity, such as AJC, through December 31, 2013.
What are the Benefits?
Your IRA charitable rollover transfer to AJC counts towards your minimum required annual
withdrawal from your IRA. By taking advantage of this opportunity, the funds you
transfer to AJC will not be included in your taxable income. In some cases, lowering your
taxable income may place you in a more favorable tax bracket, and using IRA assets for the
charitable rollover can also reduce your taxable estate.
Please note that while your taxable income will be lowered, the distribution to AJC will not
be eligible for a charitable tax deduction.
Individual financial and estate planning objectives vary. Please consult with your tax professional. To
learn more about making IRA charitable rollover contributions, please click here or for questions,
please contact Debra Rubenstein, AM National Director of Planned Giving, at (877) 252-2040, or by
email at plannedgiving@ajc.org.
R.
it' it
Remove yourself from this mailing.
EFTA00381805
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| Filename | EFTA00381805.pdf |
| File Size | 65.9 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 1,731 characters |
| Indexed | 2026-02-11T16:12:46.528180 |