End-of-Year Giving 2021 – Be A Local Hero. Give Where You Live

Questions about Charitable Giving at Year End?

Our board president Robert Rolfe offers some answers. Rob is a Financial Advisor at Harmony Financial Services (HFS). Securities and Advisory Services offered through SagePoint Financial (SPF).

Cash Alternatives for Charitable Giving
Thinking about donating? Think of these choices.

By: Robert Rolfe

The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some of the alternatives.

Keep in mind this article is for informational purposes only. It’s not a replacement for real-life advice. Make sure to consult your tax and legal professionals before modifying your gift-giving strategy. Click here for the rest of the article in a printer-friendly document.

Please make your year-end gift here: CAMPAIGN and YEAR-END GIVING secure link.

Interested in learning more about estate giving, charitable gift vehicles (such as donor-advised funds, charitable trusts or annuities) or other ways to plan a gift? Call our office at 315-593-1900 or email rdd@oswegounitedway.org and we’ll be happy to meet with you.