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