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.

 

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 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 us.
  • 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

Development & Engagement
advancement@presentationhs.org
(408) 264-1664 


Stock Transfer

Account name: Presentation High School
DTC#: 0015
Account: #101-162520-571
Contact: Sean Pipkin, Portfolio Manager
Phone: (415) 693-6848
Email: sean.pipkin@morganstanley.com