Are you 70 ½ years old or older? Consider saving taxes by making a KSB donation directly from your traditional IRA (not ROTH). You can donate per person any amount up to $100,000 a year for a Qualified Charitable Deduction (QCD). The actual distribution withdrawal date cannot occur before you are 70 ½ years old and must come directly from your brokerage account, not pass through a regular checking account. KSB will provide a receipt for your tax records indicating the QCD donation. 

Here are other ways to give:

  • Life insurance bequest
  • Charitable Gift Annuities
  • Retired Life Estate

If you are interested in learning more, please contact Carla Williams at 928-821-5725 or the KSB office at 928-282-4938.

Our Tax ID is 23-7313508. KSB recommends checking with your tax preparer and financial institution prior to making a donation.

 

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