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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
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