IRA Charitable Rollover

To make an IRA charitable rollover gift:

• You must be 70 1/2 or older.
• Gifts must be made directly from the IRA to an eligible charitable organization like Seeds of Health.
• Total charitable giving cannot exceed a total of $100,000 per taxpayer for the year.
• Gifts must be outright, and no material benefits can be received in return for the gifts. 
• Gifts cannot be made to a donor advised fund, supporting organization, or private foundation.
• The gift is not included in taxable income, and thus reducing taxable income. No charitable deduction is allowed.
• Gifts from your 401(k), 403(b), and 457 plans are not permitted.

Steps to take to make a gift:

• If you want to make a qualifying transfer, contact your financial adviser and IRA administrator
• Complete our form below or contact Karen Hunt, Director of Development, at [email protected] or (414) 308-1238