IRA Charitable Rollover

If you are 70½ or older, you make a tax-free IRA charitable rollover gifts of up to $100,000 per year directly from your Individual Retirement Account.

IR Charitable Rollover Video
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What's the Need?

  • You do not need additional income and want to avoid “double taxation” on the minimum required distribution (MRD).

What's the Solution?

  • You can transfer funds directly from your IRA to the Foundation.

The Benefits

  • Eligibility for Tax Credits and Deductions
    - The Charitable IRA Rollover is not treated as taxable income, and allows people to satisfy their required minimum distribution (RMD).
    - Gifts may count toward your RMD for the year.
    - This could lead to federal, and in many cases, state income tax savings.