If you are 70 ½ years-old and are looking for a unique way to donate, we have an option for you.
IRA Charitable Rollovers allow Americans 70 ½ years and older to donate up to $100,000 to a public charity such as United Way of Bartholomew County. The IRA Rollover gift is tax free. Donors can reduce taxes by directing up to $100,000 per year from the IRA to the United Way of Bartholomew County.
As a tax-free Qualified Charitable Distribution (QCD), IRA Charitable Rollovers are a great way to make an annual year-end gift to help your neighbors have access to a quality education, financial stability and stellar healthcare.
As always, we suggest that you talk with your financial advisor to determine whether an IRA Charitable Rollover contribution, or other year-end gift, is right for you and to develop future legacy plans that will best meet your financial and philanthropic objectives.
We value your ongoing commitment to the work that we do. Thank you for your effort to Live United!