IRA Charitable Rollover
You may be looking for a way to make a big difference to help further help your church or other charitable organization. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.
IRA Charitable Rollover
IRA (Custodian)
Church
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $100,000 from your IRA to your church or other charitable organization
- Make a gift that is not subject to the deduction limits on charitable gifts
- Maximize gifts to charity
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to your church or other charitable organization.
- Your IRA funds will be directly transferred to your church or other charitable organization to help continue their important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please contact us 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.