IRA Charitable Rollover
An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift directly from their IRA.
You may be looking for a way to make a big difference to help further AEI's mission. If you are 70½ or older, you may also be interested in lowering 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 charitable rollover
- Avoid taxes on transfers of up to $111,000 from your IRA to AEI.
- 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 AEI.
IRA charitable rollover video
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to us.
- Your IRA funds will be directly transferred to AEI to help continue our important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Let us know 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.
