IRA Charitable Rollover

IRA Charitable Rollover

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 come from a traditional IRA or Roth IRA account

If you qualify, you can use our new online tool to calculate your RMD and choose the amount you would like to give directly to Partners In Health.

Start my IRA distribution »

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
  • It is a wonderful way to create an immediate impact in the lives of patients and their families

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

Laura Sidla
Director of Gift Planning
857-880-5717
plannedgiving@pih.org