If you are age 70½ or older, an IRA charitable rollover is a simple way to reduce your tax liability and y help us serve the most vulnerable members of your community. Qualified Charitable Distribution (IRA Rollover) We would be happy to assist you and answer any questions that you have. If you have any questions about gifts of stocks and bonds, please contact us. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. There are special rules for valuing a gift of stock. More on gifts of stocks, bonds, and mutual funds
Please remember to use certified mail.Ĭontact your account representative at your mutual fund company to ask about the process of making a gift of mutual fund shares. You may obtain this power from your broker or bank. In the other envelope, include a signed stock power for each certificate. In the first envelope, place the unsigned stock certificate(s). Receive a charitable income tax deductionīy electronic transfer - Please contact us for instructions on how you can transfer stocks or bonds from your brokerage or investment account to The Salvation Army.īy certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately on the same day to complete your gift.Avoid paying capital gains tax on the sale of appreciated stock.We would be happy to assist you and answer any questions that you have.ĭonating appreciated securities, including stocks, bonds, or mutual funds, is an easy and tax-effective way for you to make a gift to The Salvation Army.īenefits of gifts of stocks, bonds, and mutual funds If you have any questions about gifts of cash, please contact us. More on gifts of cash - Did you know that you can mail a check on December 31st and, even if the check is not received and cashed by The Salvation Army until after the new year, the IRS will allow you to take a deduction in the year the check was mailed? Keep this in mind for year-end tax planning! Please let us know if you want your gift used for a specific purpose by indicating that purpose either in the memo line of your check or money order, or in a letter to us.ĭonor Advised Funds - A donor advised fund (DAF) is a type of giving program administered by a third party that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. Mailing a gift of cash - You can send us a check or money order. You can take a charitable income tax deduction.You can make an immediate impact on our mission.Please click on the link Consumer Notice for an explanation of Seller and Buyer Agency.A donation of cash is a simple and easy way for you to make a gift so we can bring hope to those in need. Some of them are: The Clinton County Community Foundation, The Clinton County Historical Society, The Elks, United Way, The Small Business Development Center, and Lock Haven Kiwanis Club. Each agent is involved in their own special interests.
It is our hope that this website will help you find your way around Clinton County, and offer important information that will assist you with your real estate needs.īeth Riccardo Real Estate agents are very active in community service. Looking to build or for new construction? Try looking at our Fairpoint Meadows subdivision info for new building lots or homes for sale. The state owned park, Sproul State Park, home to hundreds of acres of priceless public woodlands, is a stone’s throw away. We are close to the Pine Creek Valley, with world renowned fishing and kayaking. Here is home to Lock Haven University, home of the Eagles, Lock Haven Hospital, Jersey Shore Hospital, First Quality, the Susquehanna River and a adorable downtown. Our mission is to provide knowledge of the market and expertise based on education and training.Ĭlinton County and the adjacent Jersey Shore area are great places to live. We are members of the West Branch Valley Association of Realtors.
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We are a full service independent real estate office, helping buyers and sellers everyday achieve their goals. You’ll work directly with one of our agents to provide you with the service you desire. I went with him to show houses since I was 10! He renamed the business Paul Houck Real Estate, and when he retired, I changed the name to Beth Riccardo Real Estate. My father, Paul Houck, joined Jack Furst Real Estate in the mid 1960’s. We have deep connections to Clinton County. Welcome to Beth Riccardo Real Estate… let’s get started!
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