IRA Charitable Rollover Gifts
Charitable IRA rollovers may be especially beneficial in 2019
If you are 70½ or older, you can use your Required Minimum Distribution (RMD) and make a contribution to Episcopal Relief & Development from your traditional IRA simply by instructing the plan administrator to make the transfer directly. Your are allowed to transfer up to $100,000 a year to qualified charities of your choice.
Your gift will be transferred directly to Episcopal Relief & Development. It will not be reported as taxable income and will count toward your minimal distribution requirements for 2019.
And, most important, your generous support will help sustain Episcopal Relief & Development’s programs to strengthen communities around the world and make a lasting difference in fighting poverty, hunger and disease and rebuild after disasters.
Steps to follow:
- Contact your plan administrator and let them know the amount you want to give.
- Instruct them to make a direct transfer to Episcopal Relief & Development and provide them with our tax ID 73-1635264
- If you prefer they write a check, they can do so and mail it to Episcopal Relief & Development at 815 Second Ave, New York, NY 10017
Please contact our Donor Services team with any questions or to apprise us of any forthcoming distributions at 855.312.4325 or by email to firstname.lastname@example.org.