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IRA Charitable Rollover

The IRA charitable rollover is available through December 31, 2017, and is a terrific way to make a tax-free gift to Westminster Ingleside Foundation using your qualified retirement plan.

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Download the IRA Charitable Rollover letter template

Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Westminster Ingleside Foundation.

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Charitable Gift Annuity Using Your Refundable Entrance Fee

Most residents in our three Ingleside communities have a material asset that accrues no interest. This asset is a resident’s refundable entrance fee. Ingleside has instituted a new program to make this asset work for you during your lifetime. Use all or part of your refundable entrance fee to fund a charitable gift annuity and enjoy income and tax benefits all while providing an immediate charitable gift to the Foundation.

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100 year tradition of service to seniors in the Washington, DC Metropolitan area
A member of the Ingleside Family

2275 Research Boulevard | Suite 450 | Rockville, MD 20850 | Tel. 202.596.3137