Smart, Tax Advantaged Giving

Join us for a Virtual Coffee Talk

with Wendy Goldberg, CPA

When: Friday, December 12, 2025 at 11am

Where: Google Meet from anywhere

(We will send you a link when you RSVP)

Whether you’re planning for the future, looking to make meaningful year-end gifts, or simply curious about smarter giving strategies, this session will give you practical tools you can use right away.

The Expert:

Wendy Goldberg has spent nearly 30 years helping clients make smart financial decisions. As a CPA and founder of her own practice, she brings a personal and practical approach to advising clients—especially when it comes to aligning financial planning with philanthropic intent.

One tool she often discusses is the Individual Retirement Account (IRA). “For many people, their IRA represents one of the largest pools of untapped charitable potential,” Goldberg says. “Especially as people reach retirement age and face required minimum distributions (RMDs), they ask how to do something more meaningful with these funds.”

“People don’t always realize this is an option,” Goldberg notes. “But once they understand the tax benefits and the opportunity to support causes they care about—without ever touching the money—it’s a game-changer.”

In this brief but powerful virtual conversation, Wendy Goldberg, CPA will walk you through the essentials of IRA Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and Gifts of Appreciated Stock.

The Content:

1️⃣ Gifts from Your IRA (Qualified Charitable Distribution – QCD)



How it works: If you are 70½ or older, you can transfer up to $108,000 per year directly from your IRA to SIA. The dollar amount you are able to give can change, make sure to check with your tax consultant.

Tax benefit: Your gift can lower your taxable income. At age 73 your gifts counts as your required minimum distribution.

• How to give: Ask your IRA administrator to send a gift directly to: Strelitz International Academy

2️⃣ Gifts of Stock or Securities



How it works: Transfer appreciated stocks held for over a year directly to SIA’s endowment account.

Tax benefit: You can avoid capital gains tax on the appreciation. You may receive a charitable deduction for the full fair market value.

• How to give: Ask your financial advisor or broker to contact SIA for our transfer instructions.

3️⃣ Donor-Advised Fund (DAF)



How it works: Recommend a grant to SIA from your donor-advised fund.

Tax benefit: You’ve already received your tax deduction when you funded the DAF—now your grant supports SIA’s mission.

• How to give: Simply log in to your DAF account and search for: SIA (DBA Hebrew Academy of Tidewater)

4️⃣ Legacy Gift in Your Estate



How it works: Name SIA as a beneficiary of your will, trust, life insurance, or retirement account (IRA or 401k).

Tax benefit: Your estate may receive a charitable deduction. You leave a lasting legacy—without affecting your finances today.

• How to give: You are able to name a beneficiary online. Additionally you should check with your attorney or plan administrator to include: Strelitz International Academy

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Strelitz International Academy

5000 Corporate Woods Drive | Virginia Beach

www.strelitzinternationalacademy.org | 757.424.4327