IRA Charitable Rollover
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.
Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to Mount Evans.
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $105,000 from your IRA to our organization
- Satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift that is not subject to the deduction limits on charitable gifts
- Help further the work and mission of our organization
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to Mount Evans Home Health Care & Hospice.
- Your IRA funds will be directly transferred to our organization to help continue our important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please contact us if you wish for your gift to be used for a specific purpose.
Contact us
If you have any questions about the different ways to leave a portion of your legacy to Mount Evans, please contact us. Your financial and tax advisors know what is best for your individual situation but we can help with your initial research.
If you have been so generous as to include Mount Evans Home Health Care & Hospice as part of your estate plan, please take the time to let us know and we will recognize you as part of the Susan Stearns Legacy Society. We would like to thank you and your family for your generosity.
