ABOUT BEQUESTS

You may be looking for a way to make a significant gift to help further the mission of your favorite charity. A bequest is a gift made through your Will or Trust. It is one of the most popular and flexible ways that you can support the cause that matters the most to you.

more

CHARITABLE GIFT ANNUITY

A charitable gift annuity is a great way to make a gift to your favorite charity. With this vehicle, you can gift your cash or property to your favorite charity and they will promise to make fixed payments to you for life at a rate based on your age.

more

IRA CHARITABLE ROLLOVER

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

more
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 the mission of a favorite nonprofit. 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 the work of this charity and recieve a personal benefit this year.

IRA Charitable Rollover
IRA (Custodian)
Charity
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to charity.
  • 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 your favorite charity.

How an IRA charitable rollover gift works

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

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