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IRA DISTRIBUTIONS

& STOCK GIFTS

IRA Distributions 

If you are 70 1/2 or older, you may want to consider the tax benefits of gifting from your Individual Retirement Account (IRA) to CASA of Brown County as a Qualified Charitable Distribution (QCD). A QCD is a non-taxable distribution and also counts toward your annual Required Minimum Distribution (RMD), if applicable. 

 

Tax-free distributions are allowed for individuals age 70 1/2 or older if made directly from their IRAs to qualified charities. The annual limit is $100,000 per taxpayer. CASA of Brown County is a qualified charity. Our federal tax identification number is 20-0476117. 

 

If you would like to continue your generous gifting as part of your legacy, you can also name CASA of Brown County as a beneficiary of your IRA. This is as simple as working with your provider and updating or adding to your beneficiary designations.

 

Please consult with your tax adviser for more information.

Stock Gifts

We accept stock gifts through the Greater Green Bay Community Foundation. There are several ways in which you can make a gift of stock in support of CASA of Brown County.

CLICK HERE  for full details on how to complete the stock transfer. Make sure to indicate that CASA of Brown County is the recipient. 

If you have questions or need assistance, please contact Marissa Heim at (920) 430-0116.

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