Speaker Request - The People Concern

Bequests

The People Concern would be honored to be a beneficiary of your will or trust. Gifts can be a percentage of the balance remaining in your estate or can be a specified amount that is factored in. By making a bequest, you can plan a gift to us that will take effect only after your other obligations are fulfilled.

Please contact Josh Hertz at jhertz@thepeopleconcern.org or 323-334-9000 for more information about bequests. All inquiries are confidential.

IRAs & QCDs

Starting at the age of 71, you can direct disbursements from your IRA straight to The People Concern through a Qualified Charitable Distribution. IRA Qualified Charitable Distributions are excluded from gross income for federal income tax purposes on your IRS Form 1040, and the gift counts towards your required minimum distribution for the year in which you made the gift.

Please contact Josh Hertz at jhertz@thepeopleconcern.org or 323-334-9000 for more information about making a gift through your IRA. All inquiries are confidential.

Property

Donating real estate to The People Concern can help us continue our work for years to come. Like with gifts of appreciated stock, making a contribution of property that you have held longer than a year can eliminate capital gains tax – in addition to alleviating the burden of maintenance costs, property taxes, insurance or selling the real estate.

Please contact Josh Hertz at jhertz@thepeopleconcern.org or 323-334-9000 for more information about property gifts. All inquiries are confidential.

Stocks

A donation of appreciated stock, mutual funds, bonds or other appreciated assets can be an effective way to maximize charitable giving. Donating stock that has appreciated for more than a year, you are actually giving 20% MORE than if you sold the stock and then made a cash donation simply by avoiding capital gains taxes.

Please contact Josh Hertz at jhertz@thepeopleconcern.org or 323-334-9000 for more information about giving stocks. All inquiries are confidential.

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