2 thoughts on “Planned Giving”

1. Bill Sooy October 23, 2018 at 10:12 am

   Hi,
   I have not received a response to my 2 e-mails to [email protected] so I’m reaching out to you, in hopes you can answer my simple question. I found the planned giving section while re-researching the website for the answer.
   The following is a copy of my last e-mail, sent 10/10
   It’s been a month since my original request regarding your ability to except a Qualified Charitable Donation (QCD). Based on responses from other charities, I’m following up with a few clarifications and a more straightforward question.
   First, I’m a real person, in fact we have donated to your organization in the past, just not using a QCD. Second, I’m not seeking legal or tax advice. Finally, Fidelity (my IRA custodian) and I understand the requirement from our side of the matter.
   So the question is: Is your organization one of the types of charities not qualified to accept QCDs (private foundations, sponsoring charities of donor-advised funds and support organizations)?
   I just want to know if you are eligible to accept QCDs.
   As I mentioned in my original request, since the law has now made QCDs permanent, increases in the standard deduction and with the growing number of baby boomers, this may be a useful way to donate and reduce taxes. I suggest you consider adding this donation method to your website.
   Thank you
   Bill
   PS: We Screen our calls, please respond via e-mail.

   Reply ↓
   1. Kristi Nichols December 26, 2018 at 9:51 am

      Hello Bill,
      I apologize for our delayed response to your question.
      Yes, Orange County Rescue Mission is qualified to accept QCD’s. If you need more information please contact Anna Song at [email protected]. Direct communication with her will be much more expedient.
      Thank you for your support of Orange County Rescue Mission!
      Kristi Nichols

      Reply ↓