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KEY BENEFITS
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Reduce Taxable Income
Qualified charitable distributions from your IRA can help minimize taxes by lowering your adjusted gross income.
Give Back
An IRA charitable rollover provides you with the opportunity to use retirement funds for giving.
RMD
QCD
Satisfy IRA Requirements
IRAs have complex rules that govern minimum distributions. An IRA charitable rollover can help you satisfy your annual IRA distribution requirements.
Required Minimum Distribution — The amount of funds you are required to withdraw from your IRA every year after you turn 73.
Qualified Charitable Distribution — A charitable donation that counts toward your RMD and can begin at age 70 1 ⁄ 2.
“Our tax man is a Christian and he suggested an IRA charitable rollover as a way to reduce our taxable income while helping others at the same time. We chose to give to Baptist Village Communities’ Adams Fund, which provides financial assistance to meet the dayto-day needs of dozens of senior adults with limited incomes.”
Gil K. | Oklahoma City, OK
Get Started At: WatersEdgeServices.org/IRA
