9 Advantages
Bargain Sale
Bequest Through Will
Calculate Your Options
Cash
Charitable Annuity Trust
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust
Donor Advised Fund
For Advisors
Give It Twice Trust
How We Can Help
Learn About Wills
Life Insurance
Personal Planner
Real Estate
Real Life Examples
Receive Our Updates
Retirement Assets
Sale and Unitrust
Stocks
Wills Planner
Wills Planner
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

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 Charitable Rollover
IRA (Custodian)
TCF
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • 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

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us 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.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown