Welcome!

Select an option to learn more about how we can help.

Individual

Private Foundation

Wealth Manager

Family

Nonprofit

Attorney

Company

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Outdoor photo of a senior couple
Make a Gift From My IRA

Search IRA Rollover Custodians:

IRA Charitable Rollover

You may be looking for a way to make a big difference in your community. 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 your favorite causes and charities benefit this year.

IRA Charitable Rollover
IRA (Custodian)
ACF
Charity image

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
  • Give back to your favorite charities through one of five types of charitable funds
  • (sorry, the IRS does not permit charitable IRA rollovers to donor-advised funds)

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 can be used to start a charitable fund (with the exception of donor-advised) to help your favorite causes and charities.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us to discuss your options

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

Thank You

Your message has been sent.

scriptsknown