Make a Gift From My IRA
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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Central Florida Foundation. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section. Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution. |
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
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 you may also be interested in a way to lower the income and taxes from your IRA withdrawals. A gift of up to $105,000 from your IRA to a IRA Rollover Fund at Central Florida Foundation can be recognized as a qualified charitable distribution and will count towards your required minimum distribution. An IRA charitable rollover is a way you can help continue our work and benefit this year.
Benefits of an IRA rollover fund
- Avoid taxes on transfers of up to $105,000 from your IRA to the fund
- Make a gift that is not subject to the deduction limits on charitable gifts
- Provide consideration for needs in the community that resonate with you
- Satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to Central Florida Foundation.
- Your IRA funds will be directly transferred to the IRA Rollover Fund at Central Florida Foundation.
- 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 considered for specific needs in the community.
Gifts from your IRA
If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use the "Make a Gift From My IRA" tool to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution, which may satisfy your RMD, if applicable.
Contact us
If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.
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