Planned Giving

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Make a Gift From My IRA

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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)
NNEC
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Benefits of an IRA charitable rollover contribution

  • Avoid taxes on lifetime transfers of up to $105,000 from your IRA to our organization
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your current year federal (and possibly state) taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the income tax deduction limits on charitable gifts
  • Help further the work and mission of our organization

How an IRA charitable rollover contribution works

  1. Contact your IRA plan custodian/trustee to make a direct transfer from your IRA to our organization.
  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 an income tax charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Gifts from your IRA

If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use the "Make a Gift From My IRA" tool to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution, which may satisfy your RMD, if applicable.

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.

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