The Charitable IRA Rollover is a tax benefit that allows you to give directly from your IRA to Accion. This can be a powerful tool for estate and tax planning purposes as well as for supporting Accion:
You can donate up to $100,000 until December 31, 2013, directly from your IRA.
The direct distribution from your IRA to Accion can be made without income taxation.
Your gift can benefit any or all of the global microfinance activities of Accion. We are happy to work with you on your gift intentions.
This information is intended for general information purposes. Please check with your tax or financial advisor about whether giving from your IRA is appropriate for your situation.
Let us know if you intend to make a charitable rollover distribution from your IRA or if you would like more information by contacting Leslie Theodore at the telephone number or email listed below. We can walk you through the steps to complete the rollover donation and further discuss how your gift will be used to help support financial inclusion for the poor.
Accion’s philanthropy specialists can help you explore this opportunity as well as a variety of possibilities for making a significant gift and fulfilling your legacy goals at the same time.
Download a sample letter from a donor to an IRA administrator to enact a rollover gift to charity.
For more information on planned giving, please contact Leslie Theodore at 415.753.3467 or firstname.lastname@example.org.
The examples and information on this page are for illustrative and educational purposes only and should not be considered tax or legal advice. Please consult with your tax or legal advisor before proceeding with your estate or gift planning.