Creative giving to the Foundation Trust

Did you know there are many ways you can contribute to the Pendleton Foundation Trust? Your accountant or financial professional could be the key to accessing funds that you may like to contribute. Most everyone knows they can write a check as a charitable donation to the Trust, but have you thought of other ways? If you’re over 72 you are required to take Required Minimum Distributions from your Individual Retirement Account. Many times these distributions can be directly routed to PFT through your financial professional. If you have a portion of your nest egg that you could use to offset a tax bill, a good way to do it is to donate to the Foundation Trust. How about proceeds from a well performing portfolio outside of an IRA? You can pay capital gains on the profit, or donate some of the proceeds to the Pendleton Foundation Trust. You can even gift actual shares of stock that you own. Make an appointment with your financial professional today for a consultation on how you can lower your personal tax liability and help your community at the same time, through a creative charitable contribution to Pendleton Foundation Trust!