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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 ministry. 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 the work of your church or favorite ministry and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
church or
ministry
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to your church or favorite ministry.
  • 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.
  • Help further the work and mission of your church or favorite ministry.

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to your church or favorite ministry.
  2. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  3. 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.

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