IRAs & Gifts of Stock

A special opportunity for supporters age 70 and 1/2 or older — smart giving from your IRA

A TAX-SAVING WAY TO HELP FOOTHILLS CONSERVANCY OF NORTH CAROLINA

You can give up to a maximum of $100,000 per year from your IRA directly to a qualified charity such as Foothills Conservancy of North Carolina without having to pay income taxes on the money.

You can feel good about making this gift, knowing that you are making a difference at Foothills Conservancy’s efforts to protect Western NC’s precious land and water. This popular gift option is commonly called the IRA charitable rollover, or sometimes referred to as a qualified charitable distribution (QCD).

WHY CONSIDER THIS GIFT?

  • Your gift will be put to use today, allowing you to see the difference your donation is making.

  • Beginning in the year you turn 72, you can use your gift to satisfy all or part of your required minimum distribution (RMD).

  • You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.

  • Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.

HOW TO GET STARTED

  • Seek the advice of your financial or legal advisor.

  • To include Foothills Conservancy of North Carolina in your plans, please use our legal name and federal tax ID.

  • Please let us know of your gift, as many retirement providers assume no responsibility for notifying nonprofits of your gift.

  • Contact Marketing and Development Director, Katherine Ehrlichman, at (828) 437-9930 or kehrlichman@foothillsconservancy.org to discuss using your IRA to support Foothills Conservancy of NC and our mission.

Legal Name: Foothills Conservancy of North Carolina, Inc.

Legal Address: P.O. Box 3023, Morganton, NC 28680

Federal Tax ID Number: 56-1947390

Gifts of Stock

To make a gift of stock, supply the following information to your financial advisor:

Foothills Conservancy of North Carolina’s Brokerage Firm: National Financial Services
Account number: WA8-062272
DTC number: 0226
Non-profit tax ID: 56-1947390

Our mailing address:
Foothills Conservancy of North Carolina, Inc.
PO Box 3023
Morganton, NC 28680

For additional assistance, contact Office and Finance Manager, Annette Henson at 828.437.9930 or ahenson@foothillsconservancy.org