Lifetime gifts

  • You can give directly from an IRA (Individual Retirement Account) and avoid federal income tax on the withdrawal of the asset.
  • If you are over 70 ½, a charitable IRA gift may also count towards your required minimum distribution (RMD). To do so, you can instruct your IRA investment advisor to send some of the money from your IRA directly to the Historical Society of Cheshire County without first taking it as income.

 

For more information, contact Development Director Rick Swanson

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