Impact your community's future through gift planning

  • Your charitable gift will provide vital support to a fund at CommunityGiving which supports your favorite charities or important community projects, activities and initiatives
  • You can enjoy immediate or deferred tax benefits for you and your family
  • Your contribution will influence the well-being of others far into the future

Generosity comes in many forms, and it's our pleasure and privilege to help people find ways to get the most out of their giving. When you give to a fund at CommunityGiving, amazing things happen that truly make a difference in the lives of real people.

Planned Giving

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You are at: Planned Giving > Gift Options > How to Give > IRA Rollover

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IRA Charitable Rollover

If you are 70½ or older you may be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can contribute to the organizations you care most about and benefit this year. The legislation does NOT permit direct transfers to donor advised funds but can be used for other types of funds such as Designated, Field of Interest or Unrestricted Funds at the Foundation.

IRA Charitable Rollover
IRA (Custodian)
CommunityGiving
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • 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 of your favorite charities

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work or to a specified fund at one of our partner foundations.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. 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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