When you give stock or securities (stock, bonds, mutual funds), you may be eligible for a double tax benefit: 1) You receive an income tax deduction for the full, present, fair market value of the assets and 2) you may completely avoid capital gains tax on the appreciation of the assets.  This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals.

A gift of your retirement assets, such as an employee retirement plan, IRA or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield you or your heirs from taxes while funding this mission of YWCA Tulsa. Learn more about Qualified Charitable Distribution (QCD.)

You can transfer funds from your IRA directly to YWCA Tulsa, Inc. This is an effective way to have an immediate impact. Here’s how it works:

• You must be 70½ or older.

• An individual may transfer up to a total of $108,000 per year and a married couple may give up to $216,000 to all organizations.

• Your gift must be transferred directly from the IRA account to YWCA Tulsa, Inc.

• Your gift is a transfer of funds from your IRA to YWCA Tulsa, Inc. so it does not count as income for the year.

• If you are 73 and older, the transfer of funds counts towards your annual Required Minimum Distribution from your IRA.

You may also be able to request a qualified charitable distribution through your online account portal.

Please note: If you are still working and contributing to a retirement account, this gift could impact your taxable income. Please consult a qualified advisor before making a gift.

Transfer ownership now:

To make an impact on our mission today, irrevocably designate YWCA Tulsa, Inc. as owner and beneficiary of an existing life insurance policy. If your policy is paid up, you will receive an immediate income tax deduction based on the policy value.

If your policy is not yet paid up, you will make contributions of cash to YWCA Tulsa to cover future premium payments. For any continuing premium payments you make, you will receive a charitable deduction in the year of the payment.

Name us as a beneficiary:

You can name YWCA Tulsa, Inc. as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, YWCA Tulsa will receive the proceeds of your policy when you pass away. You can change your beneficiary at any time.

This gift is easy to arrange — simply request a beneficiary designation form from your plan administrator.