IRA Charitable Rollover

  • Make a difference

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, an IRA charitable rollover is a way you can help continue our work and benefit this year.

 

Benefits of an IRA charitable rollover

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

• Make a gift that is not subject to the deduction limits on charitable gifts

• Help further the work and mission of our organization

 

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.

3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction because you are not paying tax on the original income you are giving to the Club.

4. Please contact us if you have any questions or you wish for your gift to be used for a specific purpose.  Paula Levinsky at plevinsky@bgcmercer.org or 609-392-3191 ext. 115

 

For your convenience, here's an IRA Rollover Instruction Form (click here) for you to facilitate your gift through your financial institution.

 

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