Investment Advisors Northwest Ohio

11 months ago

Listed in Business & Services


If you are 70 ½ or older, you can now and for years to come, make a tax-free gift directly to Trilogywa from your Individual Retirement Account (IRA). It’s a smart way to enjoy tax savings and support the mission of public media.

Here’s how it works:
Who? You must be 70 ½ or older to make an IRA rollover gift to WGTE.
What? You can give up to $100,000 from your Traditional or Roth IRA.
How? Instruct your plan administrator to send a specific dollar amount directly to WGTE. Your administrator can send the gift by check or electronic transfer.
When? Your gift must be completed by December 31st in order to receive the maximum benefits for this calendar year.
Note: Please let us know your charitable intentions so we can ensure your gift is processed in an accurate and timely manner.

Benefits to You:
RMD. Your donation will count toward your required minimum distribution for the calendar year.
Tax Savings. You can exclude up to $100,000 of this gift from your federal gross income – resulting in lower taxable income and possible tax savings.
Tip: This tax savings is especially valuable to donors who are non-itemizers and donors who have reached their limit on itemized charitable deductions.
Result. You will have the personal satisfaction of doing more for our community than you originally thought possible!
An IRA Rollover Gift is a simple way to give and save. Contact your financial advisor today!

Investment Advisors Northwest Ohio

Add Your Review

Please login to add your review.