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IRA Charitable Rollover

You may be looking for a way to make a big difference in support of the Golden West Chapter's mission and vision. If you are 70½ or older, an IRA charitable rollover is a way you can power our work and enjoy tax benefits this year.

Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift directly to the Golden West Chapter.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to the Golden West Chapter
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the mission and vision of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA directly to the Golden West Chapter.
  2. Your IRA funds will be directly transferred to the Golden West Chapter to power 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.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

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