DONATIONS

There are various ways to make a donation to the Del Webb Sun Cities Museum. These are a couple to consider.

QUALIFIED CHARITABLE DISTRIBUTIONS
ESTATE PLANNING

Estate planning is the process of designating who will receive your assets in the event of your death or incapacitation. Often done with guidance from an attorney, a well-constructed estate plan can help ensure that your heirs and beneficiaries receive assets in a way that manages and minimizes estate taxes, gift taxes and other tax impacts.


Estate planning checklist

Create an inventory.

Account for your family’s needs.

Establish your directives.

Review your beneficiaries.

Note your state’s estate tax laws.

Weigh the value of professional help.

Plan to reassess.

 

QUALIFIED CHARITABLE DISTRIBUTION

Reduce your tax burden ~ EVEN IF YOU DON’T ITEMIZE
Qualified charitable distributions (QCDs) from a regular IRA are typically the easiest approach to make charitable donations if you’re 70½ years of age or older. Your income taxes can be lowered and your required minimum distribution (RMD) for the year satisfied with a QCD.
Let’s say your annual RMD is $17,000. If you complete at least $17,000 in QCDs, you will have met your annual charity donation requirement of $17,000 and the required RMD. Although there is no gross income shown on your tax return, the money is gone from your traditional IRA.
For further information, see your financial counselor.

ESTATE PLANNING

Another approach to give is through estate planning. After providing for your loved ones, you might want to include a donation to the Sun Cities Area Historical Society in the form of cash, stock, or other property. Your donation will ensure the organization’s long-term survival and serve as a permanent homage to our goal. Please get in touch with your family accountant for further details on how to include the Sun Cities Area Historical Society into your charitable giving arrangements.