IRA Rollover

An IRA charitable rollover (also referred to as a QCD- a qualified charitable distribution). Donors 72 or older can make tax-free gifts of up to $105,000 per year in 2024 and $108,000 in 2025, directly from their IRA.

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Planned gifts offer substantial tax savings to donors, typically reducing income tax and avoiding capital gains tax. Probate is an expensive and arduous process that can be simplified with a planned gift.

 
Kristian P. Ardelian, J.D.
Vice President, Major and Planned Gifts, Eisenhower Health Foundation
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