Finance
C
an charitable gift planning
help you lower your
income taxes this year?
Yes! There are numerous
ways you can make the
move from tax dollars to charitable
giving, become a philanthropist
and support the mission of Sharp
HealthCare Foundation.
An IRA Charitable Rollover is a great
option for a person ago 70 ½ or older.
They can rollover up to $100,000
from their IRA to a qualified charity
like Sharp HealthCare Foundation,
reducing your income and taxes.
A donation of Appreciated Stock
can help you with offsetting some
of your stock market gains with a
donation of appreciated securities to a
Sharp Groundbreaking
ABOVE AND BEYOND
The Tax Benefits of Charitable Planning
qualified charity like Sharp HealthCare
Foundation. A Gift of an Asset allows
you to make a gift of stock, real
estate or another asset. You will avoid
paying capital gains tax and receive
a charitable deduction. Investing in
a Charitable Gift Annuity is a way to
protect yourself from economic highs
and lows. Lifetime payments are fixed
at a rate that will never change and
you will receive a charitable deduction,
with a portion of your payments
potentially tax-free. Outright Gifts to
Sharp HealthCare Foundation are
100% tax deductible, so making a gift
at the end of the year also qualifies for
a charitable tax deduction.
94 GBSAN.COM | NOVEMBER 2018
Regardless of your charitable goals, end of
year giving is a valuable way to support a
cause important to you. Charitable giving
is personal. Leaving a legacy is powerful.
The impact of philanthropy for a new next-
generation hospital in San Diego’s South Bay
is limitless.
Join Sharp HealthCare Foundation, as we
go above and beyond in building a next-
generation hospital at Sharp Chula Vista
Medical Center. Because caring for the health
of our community is the greatest gift of all.
To learn more about giving to Sharp Chula Vista Medical Center,
visit www.sharp.com/chulavistaexpansion or contact Sarah
Cantu at (619) 502-4369.