Planned Giving

If you own stock, IRAs or mutual funds, you can realize tax savings by making an outright gift to PWI.

  • Earn a federal income tax deduction for the full fair market value as long as you have owned them (over one year)
  • Avoid paying capital gains tax that would be due on the sale of the stocks, securities or mutual funds

For more information please contact Mark Berger at 619.681.1999 x1103 or send e-mail to mberger@pwiworks.org. Please, always remember to seek the advice of your financial professional to make sure that any tax or investment strategy complements your situation.

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