IRA ROLLOVER GIFTS
Want to make a charitable gift through your IRA to the
National Association of Congregational Christian Churches
or Congregational Foundation?
Congress made the charitable IRA rollover permanent. If you are age 70 ½ or older, you can make tax-free gifts directly to the National Association of Congregational Christian Churches (NACCC) and the Congregational Foundation (CF) from your traditional IRA account.
What a great way to support the NACCC/CF and have the extra benefit of avoiding the income tax you are required to pay on your IRA distributions.
Benefits include:
• Income tax is totally avoided on IRA rollover transfers
• These gifts directly transferred satisfy the Annual Required Minimum distribution (RMD) for your IRA account
• Annual IRA rollover gifts up to $100,000 qualify
Making an IRA rollover gift is easy to do: To make an IRA rollover gift to the National Association of Congregational Christian Churches or Congregational Foundation please contact us for the instructions that your IRA administrator will need:
Mail
NACCC/CF
Debby Fulton/Dan Drea
8473 South Howell Av
P.O. Box 288
Oak Creek, WI 53154
Email or call
dfulton@naccc.org or ddrea@naccc.org
414-856-1610 (Debby)
414-856-1616 (Dan)
Please note: IRA administrators frequently do not include the donor’s name on IRA rollover checks, which they mail out. Therefore, please alert the NACCC/CF Development Department before making an IRA rollover gift, so that we may identify and acknowledge your gift promptly. (examples of letters to the NACCC/CF and to your Trustee/IRA administrator are available below)
Thank you in advance for your generous support!
As always, please consult your tax advisers about the best way to support the NACCC/CF in your situation.
What a great way to support the NACCC/CF and have the extra benefit of avoiding the income tax you are required to pay on your IRA distributions.
Benefits include:
• Income tax is totally avoided on IRA rollover transfers
• These gifts directly transferred satisfy the Annual Required Minimum distribution (RMD) for your IRA account
• Annual IRA rollover gifts up to $100,000 qualify
Making an IRA rollover gift is easy to do: To make an IRA rollover gift to the National Association of Congregational Christian Churches or Congregational Foundation please contact us for the instructions that your IRA administrator will need:
NACCC/CF
Debby Fulton/Dan Drea
8473 South Howell Av
P.O. Box 288
Oak Creek, WI 53154
Email or call
dfulton@naccc.org or ddrea@naccc.org
414-856-1610 (Debby)
414-856-1616 (Dan)
Please note: IRA administrators frequently do not include the donor’s name on IRA rollover checks, which they mail out. Therefore, please alert the NACCC/CF Development Department before making an IRA rollover gift, so that we may identify and acknowledge your gift promptly. (examples of letters to the NACCC/CF and to your Trustee/IRA administrator are available below)
Thank you in advance for your generous support!
As always, please consult your tax advisers about the best way to support the NACCC/CF in your situation.
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