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Taking stock of your savings
There are so many ways to support the globallyminded students of Soka University, which is why we’re excited to share the smartest way you can give back, and potentially save on your taxes in the coming year.
more about the benefits of stock giving, guides you through the simple process, and even provides you with instructions on where to send the forms. You can make your stock gift today at FreeWill.com/ stocks/Soka/Welcome!
Many Soka University of America alumni and supporters are surprised to learn that by donating stocks to Soka, they can make a powerful impact while gaining some financial benefits.
Unsure if giving stock is the right gift for you?
Why is stock giving so beneficial for you? When you cash out your stocks before donating, you have to pay capital gains tax. However, transferring directly to Soka University allows you to give the full amount of that stock, making the donation much larger. The full amount of the stock is also eligible to be a deduction on your tax return. Essentially, gifts of stock are even more impactful than cash gifts, and allow you to avoid paying capital gains tax! Stock giving can seem confusing and complicated, which is why we want to share a free resource from FreeWill to make it simpler. It teaches you
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FreeWill also allows you to consider two other options for supporting Soka University of America in a way that makes sense for you. 70.5 or older? You can make a tax-free gift directly from your IRA to Soka using FreeWill’s tool. If you are eligible, it’s the smartest way to give back. Start your gift at FreeWill.com/QCD/Soka. Begin your lasting legacy by including a gift in your will or trust. Using FreeWill’s online will-writing platform, you can create your plans in under 20 minutes and change the lives of generations of students, without spending anything today. Visit FreeWill.com/Soka to start your legacy now. Further questions? Please contact Linda Kennedy at 949-480-4072 for more information.
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