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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year

Contact us to discuss legacy giving donation options

Amanda King, Impact Manager

king@midlandhabitat.org  or 989-496-0900

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FORT MYERS, FL, USA (04/10/2019)-John Fini and Penny Rusch during the RV Care-A-Vanner 30th Anniversary build. ©Habitat for Humanity International/Jason Asteros

Benefits of an IRA charitable 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 gift 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.

This information is not intended as legal, accounting or other professional advice.

For assistance in charitable planning, consult an attorney for legal advice or obtain the services of another qualified professional.

Midland County Habitat for Humanity