Other Ways to Give

Other Ways To Give

These giving methods may provide some tax benefits if you are unable to itemize your charitable deductions. Please check with your personal tax advisor to determine if these are right for you.  

1. Qualified Charitable Distribution from an IRA – A QCD is a direct transfer of funds from your IRA custodian directly payable to a qualified charity and counts toward satisfying your Required Minimum Distributions (RMDs) for the year. The QCD amount is not taxed but you may not then claim the distribution as a charitable tax deduction. Please instruct your IRA custodian to include your name as the donor with the distribution check.
2. Transfer of Stock or Mutual Funds – You can transfer shares of appreciated stock or a mutual fund to the Ken Anderson Alliance.  This allows you to avoid capital gains tax and you are still eligible to deduct the full fair-market value of the asset you donated from your income taxes, up to the overall amount allowed by the IRS.
3. Life Insurance – There are two ways you can help KAA with this versatile planning tool. You can name KAA as a beneficiary on some or all of your life insurance and inform us via a letter of intent. You can also gift a life insurance policy to KAA; this may or may not require future annual gifts, but this scenario gives KAA the certainty that funds will be available now via cash values/loans or in the future at the time of your passing.

If making a gift using any of these three options, please inform us of your intent. If you need additional information, contact us at 513-813-8321 or email at info@kenandersonalliance.org. Our partners at Black Bull Capital also offer information and guidance for creating a charitable giving plan. To contact their financial professionals, you can email giving@blackbullcapitalpartners.com or call 513-387-0487.

Donor Advised Fund

Recommend a grant to the Ken Anderson Alliance from your Donor Advised Fund. Many community foundations have already issued grants to KAA. If you do not see KAA listed as a nonprofit option, please request Ken Anderson Alliance to be added.