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Whether you plan to donate to your favorite charity or simply give to family members, gifting can be an important part of your estate plan. Smart financial planning will allow you to help your community and leave a lasting legacy while reducing your tax burden.
 
But gifting can be complicated: New legislation dubbed “SECURE 2.0” brought changes, and even more updates to existing rules are coming just a few years down the road.
 
Join experts from within and outside MOAA to learn more about this important subject, including:

• How to plan in advance of the 2025 sunsetting of the Tax Cuts and Jobs Act.
• Understanding how itemized deductions work with charitable giving.
• Tax savings through "deduction lumping."
• Strategies for using Donor Advised Funds.
• Utilizing Qualified Charitable Distributions (QCDs) from IRAs
• Leveraging advanced strategies such as Charitable Gift Annuities, Charitable Remainder Trusts, and others.
• Gifting strategies within families, to include understanding the annual federal gift tax exclusion and making multigenerational 529 plans under SECURE 2.0 changes.

 
You’ll also learn how these gifting strategies can help you support MOAA’s charities – The MOAA Foundation and the MOAA Scholarship Fund. These charities provide a vetted way to support the greater uniformed services community, regardless of rank and branch of service. You can trust your charitable contributions go to make a difference in the lives of those who have served our country. Learn more at charities.MOAA.org.
 
Register today to get up to speed on this critical part of estate planning. MOAA members can also take advantage of savings on Everplans, a digital vault designed to make the estate planning process easier. Learn more at MOAA.org/Everplans.