reduce ira - crescendo interactive · 2019-07-19 · ira rollover still allows you to give while...

ReduceYour Tax Burdeneven if you don't itemize

If you would like more information

about how to make an IRA

charitable rollover gift, please visit

our website or call us to request a

brochure by mail.

Do you own an IRA or other qualified retirement plan?Are you looking for a tax-wise strategy to make gifts tosupport our mission? If so, consider making an IRAcharitable rollover gift.

IRACharitable Rollover Gift70½ or older | Direct up to $100,000

Satisfies your annual requiredminimum distribution, or RMD,up to the amount of your gift

Allows you to give from pre-taxassets and your distribution isexcluded from taxable income

Helps avoid limits on charitabledeductions and prevents youfrom being pushed into a highertax bracket

Simplifies the giving process.It's easy to do— just notify yourIRA custodian

Minimizes the effect your givinghas on your cash flow. The giftis from your assets, not yourcheckbook

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Nebraska Community FoundationP.O. Box 83107

Lincoln, NE 68501402.323.7329

esulzle@nebcommfound.orgnebcommfound.giftlegacy.com

What Are the Tax Benefits of an IRA Rollover Gift?

An IRA rollover has several significant tax advantages. Itallows you to give from pre-tax assets. If you do notitemize or are subject to charitable deduction limits, theIRA rollover still allows you to give while receiving taxbenefits. An IRA rollover gift could also help you avoidincome that could push you into a higher tax bracket.

If you are 70½ or older, you can use your individualretirement account (IRA) to support our cause. To learnmore, please contact us. We would welcome theopportunity to answer further questions and work withyou.