leaving a Will.
For many of us, there is a compelling need to make a difference—to leave a lasting impact on the people most dear to us and the world in which we live. The search for significance and desire to plan for the future leads many to ponder their legacy. Please contact us to learn how you can make a lasting impact. Download your FREE Estate Planning Guide and start planning today.
Gift Planning Menu
You are at: Planned Giving > Gift Options > How to Give > IRA Rollover
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Notify us of your IRA charitable rollover
If you check the box in this area, a module will open where you can enter your name and email to notify us of your IRA Rollover gift.
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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Wide Horizon. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section. Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution. |
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Notify us of your IRA charitable rollover | ||||||
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. |
IRA Charitable Rollover
You may be looking for a way to make a big difference to help strengthen Christian Science nursing. If you are 70½ or older, an IRA Charitable Rollover or "Qualified Charitable Distribution," as defined by the IRSis an opportunity to make a current gift from your IRA. And if you claim the Standard Deduction for income tax purposes, an IRA Charitable Rollover presents a highly tax-efficient opportunity.
Benefits of an IRA charitable rollover
- You support Wide Horizon from your IRA, using "pre-tax" dollars for your donation. Using an IRA Charitable Rollover allows you to preserve your "after-tax" dollars in your bank and money market accounts.
- An IRA Charitable Rollover also helps satisfy your Required Minimum Distribution (RMD) for the year. Donating all or part of your RMD will reduce your taxable income.
- A lifetime gift from your IRA has the added benefit of not being subject to any deduction limits on charitable gifts, which can occur in rare situations.
- You provide meaningful support that furthers our ministry of Christian Science nursing.
How an IRA charitable rollover works
- Contact your IRA plan administrator and explain you would like to make a lifetime gift from your IRA to us. Again, this option is called a "Qualified Charitable Distribution" by the tax code.
- Your IRA funds will be directly transferred to Wide Horizon to strengthen Christian Science nursing.
- Please note that IRA Charitable Rollover gifts do not qualify for a charitable deduction. But if you claim the Standard Deduction for income tax purposes, nothing is lost.
- Please contact us if you would like your gift to be used for a specific purpose.
Contact us
If you have any questions about an IRA charitable rollover, please contact us. We would be happy to assist you and answer any questions you might have.
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