Partners In Health

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IRA Charitable Rollover

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The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to Partners in Health using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

How Do I Qualify?

  • You must be 70 ½ years old or older at the time of the gift
  • Gifts must go directly from your IRA to Partners in Health
  • Gifts must come from a traditional IRA or Roth IRA account 
  • Gifts cannot exceed $100,000 per donor 

Benefits of an IRA Charitable Rollover Gift

  • Gifts can satisfy your RMD without increasing your income taxes
  • You will not pay taxes on your IRA withdrawal when gifted to Partners in Health
  • You may direct your gift to a hospital program or area of your choice 
  • It is a wonderful way to create an immediate impact in the lives of patients and their families

The Office of Gift Planning can provide you with a letter to send to your IRA administrator to make an IRA charitable rollover.

For more information on this gift or any other of our gift planning options, please contact:

Laura Sidla
Planned Giving Officer
857-880-5717
plannedgiving@pih.org

 

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