Year-End Charitable Giving Options
Anytime of year, especially at year end, there are personal income tax planning issues that can be considered. Among these is the opportunity to gift appreciated assets (stocks, bonds, mutual funds, real estate) to qualifying organizations, such as the American Wine Society Educational Foundation. Such gifts are normally tax deductible to the donor at full market value.
The AWSEF has three fund types established to support both operation of the Board of Trustees and to provide scholarships. These funds are the General Fund that supports Board operation; the Endowment Fund that provides Foundation scholarships into perpetuity; and Special Scholarship Funds that bear the name of an individual, group or corporation.
As a tax-qualified 501(c)(3) organization the AWSEF can accept charitable gifts. Contributions should be tax deductible but to be sure please check with a tax advisor.
AWSEF requests that those who are considering year-end charitable gifts remember AWSEF in their planning. Please contact your personal financial advisor or one of the AWSEF Trustees named below for additional information.
Anytime of year, especially at year end, there are personal income tax planning issues that can be considered. Among these is the opportunity to gift appreciated assets (stocks, bonds, mutual funds, real estate) to qualifying organizations, such as the American Wine Society Educational Foundation. Such gifts are normally tax deductible to the donor at full market value.
The AWSEF has three fund types established to support both operation of the Board of Trustees and to provide scholarships. These funds are the General Fund that supports Board operation; the Endowment Fund that provides Foundation scholarships into perpetuity; and Special Scholarship Funds that bear the name of an individual, group or corporation.
As a tax-qualified 501(c)(3) organization the AWSEF can accept charitable gifts. Contributions should be tax deductible but to be sure please check with a tax advisor.
AWSEF requests that those who are considering year-end charitable gifts remember AWSEF in their planning. Please contact your personal financial advisor or one of the AWSEF Trustees named below for additional information.
Dick Marsden
President, Board of Trustees
130 Pena Blanca Loop
Las Cruces, NM 88011
575-636-4059
E-mail: president@awsef.org
President, Board of Trustees
130 Pena Blanca Loop
Las Cruces, NM 88011
575-636-4059
E-mail: president@awsef.org
Bonnie Huber
V.P. for Corporate Dev.
65-60 Booth Street
Rego Park, NY 11374
(212) 878-6277
E-mail: vpcorporate@awsef.org
V.P. for Corporate Dev.
65-60 Booth Street
Rego Park, NY 11374
(212) 878-6277
E-mail: vpcorporate@awsef.org
Contacts