Make a gift of appreciated long-term security and receive a tax deduction for the market value at the time of donation. These include bonds, funds, stocks, and qualified charitable distributions.
A qualified charitable distribution (QCD) is a distribution of funds from your IRA directly to The Retreat. Because the gift goes directly to a charity without passing through your hands, the dollar amount of the gift may be excluded from your taxable income up to a maximum of $100,000 annually, with some exceptions. Please consult your tax advisor for information regarding your specific exceptions. When requesting a QCD for The Retreat, please use our EIN# 11-2862256 and download this form to share with your tax advisor. The requirements for gifts of appreciated securities vary by region. Please call for support in making your donation. We want to make every effort to obtain and provide you with the correct information that pertains to your gift and to acknowledge your contribution appropriately. For more information call 631-329-4398, ask for Kim Nichols, Development Director or MariBeth Klucina, Finance Director.