Consider Planned Giving

Planned gifts can provide tax benefits to you and provide vital support to sustain the work of Friends – Klamath Basin.

Qualified Charitable Distribution - A QCD allows individuals aged 70.5 or older to transfer assets directly from an IRA to a qualified charity. The gift counts towards the individual's Required Minimum Distribution (RMD) while being excluded from their gross income (non-taxable).

Bequests – Designating a dollar amount, asset, or percentage of your estate, or making a beneficiary designation of certain assets is an easy way to continue your legacy of philanthropy beyond your life and to lessen the burden of taxes on your family.

Talk to your financial advisor or estate attorney about all the options available to you.