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Planned Giving

Best Charitable Gifts to Make in 2018

With the introduction of tax reform this year, you may be looking at your finances and wondering how you can continue to be charitable. There are many ways you can make a difference at Wake Forest Baptist Medical Center while enjoying financial benefits for yourself.

Here are some smart ways to give in 2018:

  • Donate appreciated stock: With the stock market at or near all-time highs, give your appreciated stocks to a nonprofit like Wake Forest Baptist Medical Center and eliminate capital gains tax.
  • Name us as a beneficiary of retirement plan assets: These assets remain taxable when distributed to a loved one but are tax-free when given to a nonprofit.
  • Give from your IRA (if age 70½ or older): Regardless of whether you itemize your taxes, this gift helps you fulfill your required minimum distribution and is not considered taxable income.
  • Gifts of real estate: Many real estate markets are enjoying gains. Appreciated real estate may be subject to capital gains tax unless donated to charity or transferred to a charitable trust.

Talk With Your Tax Professional

Please consult with your tax or financial advisors to determine the best charitable giving strategies for you.

Download Our Free Guide

We Can Help

We are so grateful for your generosity. Please contact Lori Osowski at losowski@wakehealth.edu or 336-716-1058 to discuss how your gift can help further our mission.

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Quick Reference

Planned Giving

Lori Osowski
Director, Charitable Gift Planning
336-716-1058
losowski@wakehealth.edu

Office of Philanthropy 
Wake Forest Baptist Medical Center
P.O. Box 571021
Winston-Salem, NC
27157-1021
Ways to Give

Disclaimer: The information on this website is for general informational purposes only and SHOULD NOT be relied upon as a substitute for sound professional medical advice, evaluation or care from your physician or other qualified health care provider.

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