Planned Giving Menu
Planned Giving
IRA Charitable Rollover
You may be looking for a way to make a big difference to help further the mission of your favorite charity. If you are 70½ or older, an IRA charitable rollover is a way you can help continue charitable works and benefit this year.
IRA Charitable Rollover
IRA (Custodian)
Charity
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $105,000 from your IRA to a charitable organization
- Make a gift that is not subject to the deduction limits on charitable gifts
- Help further the work and mission of your favorite charity
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA a charity.
- Your IRA funds will be directly transferred to the organization to help continue its important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please contact the charity if you wish for your gift to be used for a specific purpose.
Contact us
If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.