Unlock the Power of Giving: IRA Charitable Rollover for a Lasting Impact
Are you searching for a meaningful way to contribute to our mission and make a significant difference? If you’re 70½ or older, consider an IRA charitable rollover as a powerful avenue to support our work and make a positive impact this year.
Benefits of an IRA Charitable Rollover
Discover the advantages of incorporating an IRA charitable rollover into your philanthropic strategy:
- Tax Efficiency: By directing transfers of up to $100,000 from your IRA to our organization, you can effectively avoid taxes on these contributions.
- Satisfy Your Required Minimum Distribution (RMD): Fulfill your RMD for the year while actively supporting our mission.
- Reduce Taxable Income: Enjoy the benefit of reducing your taxable income, even if you don’t itemize deductions. An IRA charitable rollover provides a strategic approach to managing your tax liability.
- Unrestricted Charitable Giving: Make a generous gift without being constrained by the deduction limits that typically apply to charitable contributions.
- Advance Our Mission: Your contribution directly fuels the progress and success of our organization, enabling us to continue our vital work in the community.
How an IRA Charitable Rollover Gift Works
Making a difference through an IRA charitable rollover is a straightforward process:
- Contact Your IRA Plan Administrator: Initiate the gift by reaching out to your IRA plan administrator, expressing your intention to contribute to our organization.
- Direct Transfer: Watch as your IRA funds are seamlessly transferred directly to our organization, playing a crucial role in sustaining our impactful initiatives.
- Please Note: While IRA charitable rollover gifts do not qualify for a charitable deduction, the long-lasting impact of your contribution speaks volumes.
- Specify Your Intent: If you have a specific purpose in mind for your gift, feel free to contact us. We are more than willing to accommodate your wishes and ensure your donation aligns with your vision.
Contact Us for Assistance
Should you have any inquiries or require assistance regarding an IRA charitable rollover gift, our dedicated team is here to help. Reach out to us, and we will be delighted to answer your questions, provide guidance, and ensure your philanthropic journey is seamless and impactful.
Empower positive change with an IRA charitable rollover—your key to leaving a lasting legacy while actively supporting our organization’s mission.
more info
Let us assist you in customizing your charitable contribution to align with your financial, tax, or estate planning goals.
Have questions? We have answers! Please feel free to reach out to us by email or by phone at (573) 592-4390.