Thank you for your interest in Northwest Florida State College Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at NWFSC who now are benefiting from planned gifts.
Are you looking for a simple, convenient way to make a gift to charity this year without dipping into your checking or savings account? If you are over 70 1/2, you can transfer up to $100,000 from your IRA to charity in 2009 without paying any federal income tax. Your gift can be made simply by notifying your IRA plan custodian of your intent to make a current transfer to us or another charitable organization. You will feel good knowing that you were able to make a simple easy gift from your IRA this year. For more information on how to make an IRA rollover gift in 2009, please contact us.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
Benefits for Family and Northwest Florida State College Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with her favorite charity. Since Barbara did not need all of her IRA income, she decided to make a gift of $2,000 from her IRA to reflect her support. More on Easy IRA Gift >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.