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Act Now To Save On Taxes!
Recent changes to the tax law mean that for many donors over 70½, an IRA Qualified Charitable Distribution is a smart way to receive an income tax benefit for their charitable contributions.
Often referred to as an IRA charitable rollover, a Qualified Charitable Distribution is a direct transfer of up to $100,000 per year from an IRA custodian to a qualified charity like Valley of the Sun United Way. Unlike regular withdrawals from an IRA, a Qualified Charitable Distribution is not included in taxable income but still counts toward satisfying a required minimum distribution, as long as specific rules are met.*
Additional Benefits Include
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Reduces your taxable income, even if you do not itemize deductions.
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Satisfies your annual required minimum distribution up to the amount of your gift.
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May help you avoid income that would push you into a higher federal and/or state income tax bracket.
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Minimizes the impact your charitable giving has on your cash flow because the gift is from an IRA, not cash on hand.QUESTIONS
We would love to visit with you.
PLEASE REACH OUT TO
Lisa Groves, JD
Major & Planned Giving Officer
mailto:
[email protected]?subject=Planned%20Giving%20Questions
[email protected] | (602) 377-5801
* None of the information contained herein is intended as tax, legal or financial advice. Seek the advice of your professional advisors to discuss the application of this topic to your individual situation.
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3200 East Camelback Road, Suite 375, Phoenix, AZ, 85018 USA
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