IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.

IRA_Rollover

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to our organization.
  • May satisfy your required minimum distribution (RMD) for the year.
  • Reduce your taxable income, even if you do not itemize deductions.
  • Make a gift that is not subject to the deduction limits on charitable gifts.
  • Help further the work and mission of our organization.

How an IRA charitable rollover gift works

  • Contact your IRA plan administrator to make a gift from your IRA to us.
  • Your IRA funds will be directly transferred to our organization to help continue our important work.
  • Note: IRA charitable rollover gifts do not qualify for a charitable deduction.
  • Contact us if you wish for your gift to be used for a specific purpose.

Gifts from your IRA

If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use the “Make a Gift From My IRA” tool to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution, which may satisfy your RMD, if applicable.

Questions? Contact us, we're here to assist you.