IRA Charitable Rollover

IRA Charitable Rollover

Make a Qualified Charitable Distribution from Your IRA

Legislation signed in 2015 permanently extended the popular gift option known as the IRA Charitable Rollover — a qualified charitable distribution from an IRA. This is good news for IRA owners age 70½ and over who want to support our work, because you can use your IRA required minimum distribution (RMD) to make a meaningful gift. It’s easy to do.

  • Instruct your IRA custodian to make a distribution directly to our organization.
  • Although there is no tax deduction, the distribution is excluded from your income for federal tax purposes — no tax is due!
  • Up to $100,000 of your gift qualifies for this favorable tax treatment.
  • Your gift makes an immediate impact.

Please contact us to learn more about planning and completing an IRA Rollover gift, or use our required minimum distribution calculator.