“IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram


How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to Taylor
  2. Plan administrator makes transfer as directed to Taylor



  • Your gift is transferred directly to Taylor; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement
  • You support the programs that are important to you at Taylor

*No income-tax deduction is allowed for the transfer.


Next Steps



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