IRA Charitable Rollover

For individuals age 70 ½ or older, an IRA Charitable Rollover is a tax-wise way to give to St. Francis House.

Benefits:

• A charitable gift transferred from your IRA directly to St. Francis House will not be taxed and can qualify for the required minimum distribution (RMD), maximizing benefits to both you and St. Francis House.
• IRA gifts may be used to satisfy multi-year donor pledges.

To qualify your must:

• Be age 70 ½ or older.
• Donate any amount up to $100,000 form your IRA.
• Transfer funds directly to St. Francis House from a traditional or rollover IRA.

To initiate the gift of an IRA Charitable Rollover, contact your IRA administrator. For a sample transfer request form you can customize and share with your IRA administrator or Financial advisor, please click here.

St. Francis House is a 501(c)(3) charitable organization. Gifts are tax-deductibe to the full extent of the law.

EIN: 46-0423202

If you have any questions or are seeking more information, please contact:

Joe Schultz, Finance manager