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IRA ROLLOVER

You may be looking for a way to make a big difference to help further the Lord's work in the Texas Conference. 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 our work and benefit this year.

BENEFITS OF AN IRA 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 and mission of our organization

HOW AN IRA CHARITABLE ROLLOVER 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.

  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.

© 2023 by the Texas Conference Association of Seventh-day Adventists

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The purpose of this website is to provide general gift, estate, and financial planning information. It is not intended as legal, accounting, or other professional advice.  For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained.

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