Year-End Giving with Higher Education Impact: Tax Planning Tips

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  • This year-end 2024 and New Year 2025 are your chance to invest in our New 2025
    Class of high impact potential students pursuing higher education.

    The impact of your sponsorship transcends the personal; it is an investment in the future of our society. By supporting students like me, you are fostering a generation of professionals who are prepared and committed to improving our environment. Your vision and commitment to education are exemplary and inspire me to give back to the community in a similar way in the future.

    – Cristobal Arriaga, Graduate 2024 
    Mechatronics Engineering


    This achievement would not have been possible without your generosity and trust in me. For this, I reiterate my deepest gratitude. I will always carry the opportunity you provided me with pride and responsibility, striving to contribute positively to society and honor the support that was bestowed upon me.

    – Vanessa Martínez, Graduate 2024 
    Mechanical Engineering


    2024 Year-end tax planning TIPS:

    1. Retirement accounts, such as individual or inherited IRA’s in the USA have required minimum distributions (RMD) in most cases beginning at age 72. Consider the tax benefits of having your RMD’s payable directly to Jovenes Adelante, US, and you can avoid the taxable income. Of course your tax advisor will know the details. You can also consider making Jovenes Adelante a beneficiary of these accounts.
    For Iegacy (planned giving) planning you might also consider making Jóvenes Adelante a beneficiary of these accounts.This not only can ensure a surviving legacy to JA, but also assist with your family estate plans.Note: Some Canadian taxpayers have similar regimes available via Amistad Canada.

    2.If you already have a Donor Advised Fund (DAF) consider using those funds for support of Jovenes Adelante, and making Jovenes Adelante a beneficiary of the funds.

    We never select a new student until we have a financial commitment secured. Today, you can commit to writing a new chapter for a student like Pablo making a large impact by achieving an advanced degree in Bio-medical sciences.

    Every donation to Jóvenes Adelante is elegible for a tax receipt, and provides a gift that immediately becomes a long term investment.
    This philanthropic gift directly impacts the life of a student, the future of a family, entire communities, and all of Mexico, one meritorious student at a time.

    Questions: contact Don Krim at

    donkrim@jovenesadelante.org
    or
    +1 213 447 5421

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