IRA/ Retirement Planned Giving

Charitable Giving Opportunity with an IRA During a Donor’s Lifetime—Available for Those 70½ and Older

The Charitable IRA Rollover is a way for donors age 70 ½ and older to pay less tax while supporting their favorite charities. A Charitable IRA Rollover allows donors to direct up to $104,000 (or less if they choose) from their traditional IRA to charity, tax-free.

The Charitable IRA Rollover creates an opportunity for donors to establish an endowment or make an outright charitable gift to a charitable organization. Your rollover can be directed for a capital campaign gift, current needs, or restricted for endowment purposes. Your gift can be earmarked for your synagogue, a local Jewish agency, Jewish education, or any program or organization that is important to you.