Services for Individuals - Gift Planning

Resources for IRA Rollover Gifts

The following resources are available to help you assist members of your congregation aged 70 1/2 years with IRA rollover gifts to your church.

Customizable Brochure: Make a Tax Free Gift with Your IRA

Instructions for Making a Gift: Charitable Gifts from Your Individual Retirement Account

Transfer Instructions for IRA Charitable Rollover

Sample Letter from Donor to Church