Winter 2008 - Year-End Giving Tax Strategies

Support the Annual Fund today!

All gifts to Pitzer College must be received or postmarked by December 31 to qualify for a tax deduction. Credit card gifts must be processed by December 31.

• Donate appreciated stock the correct way.
  To make a stock gift to Pitzer College please use the following information:
• Salomon Smith Barney, Inc.
  456 West Foothill Boulevard
  Claremont, CA 91711
  Tel: (909) 625-0781
  Fax: (909) 621-6046
  DTC #0418, Account #527-17421-15-124
  Account Executive: Gladys Limones

Please provide the Office of College Advancement with the name of the stock being transferred and the estimated date of transfer so that we can easily identify and process your gift to Pitzer’s 2008-09 Annual Fund. You can do this by emailing giving@pitzer.edu.

If you are 70½ or older and don’t need the money in your IRA to live on, you can make a direct payout from the IRA to Pitzer College.
Congress restored this break for 2008 and 2009. You won’t owe tax on the money. Nor will you have extra income that could cost you itemized deductions or personal exemptions, or trigger more tax on your Social Security benefits. You and your spouse can give up to $100,000 each from your separate IRAs annually. But you don’t get a deduction for the donation.

* Pitzer College as an institution does not advise on any personal income tax requirements or issues. Use of any information from this site is for general information only and does not represent personal tax advice either express or implied. You are encouraged to seek professional tax advice for personal income tax questions and assistance.