What is an IRA Rollover?
If you are age 70 ½ or older, an IRA rollover is a simple way to make a gift to Children’s HopeChest, while also receiving tax benefits. You are able to make a gift up to $100,000 from an IRA.
Why make a gift using an IRA Rollover?
This is a great option to help offset taxes since it lowers your taxable income. You are able to transfer your required minimum distribution annually to Children’s HopeChest without recognizing the distribution as income. The lower income may even lower taxes on social security. This option may be good for you if you do not desire to make a cash donation, but still want to significantly advance the work of Children’s HopeChest.
How do I make a gift using an IRA Rollover?
In order to make this type of gift, you will need to contact your IRA custodian to make an IRA rollover to Children’s HopeChest. If you are interested in setting this up, please fill out the "Contact Us" form below.
Leave a Gift in Your Will
Rollover an IRA
Donate Property
Donate Stocks and Securities
Open an Insurance Policy
Make a Charitable Gift Annuity
Use the Calculators Below to Explore Your Impact
You can make a gift to Children’s HopeChest and receive guaranteed fixed payments for life. Payments may be much higher than your return on securities or CDs.
You can make a gift to Children’s HopeChest and receive guaranteed fixed payments for life. Deferred payments are higher than an immediate payment annuity, or many securities or CDs. They are ideal for supplementing your retirement income.
A great way to make a gift to Children’s HopeChest, receive payments that may increase over time, and defer or eliminate capital gains tax. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.
A great way to make a gift to Children’s HopeChest, receive fixed payments, and defer or eliminate capital gains tax.
A PIF works like a mutual fund by pooling and investing donations and paying the beneficiary an income for life. And if you donate appreciated assets, you pay no capital gains tax.
You can deed your home, farm or vacation house to Children’s HopeChest, reduce tax liability with a current deduction, and still use the property for the rest of your life.
You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to Children’s HopeChest for a few years.
Giving stock could be more beneficial than giving cash. Calculate your personal illustration below!
You can make a gift, receive a cash payment for a percentage of the fair market value of an asset and reduce tax benefits for the gift portion of the transaction.
You greatly reduce or avoid possible gift and estate tax on trust assets passing to family…if some trust income goes to Children’s HopeChest for a few years.
A great way to make a gift to Children’s HopeChest, receive payments that may increase over time, and defer or eliminate capital gains tax. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.
Contact Us
Are you ready to explore your planned giving options? We would love to talk with you!
Fill out the form below and our planned giving specialist will be in touch to set up a one-on-one call to help you determine what option is best for your long-term goals.