Make a Gift From My IRA
Search IRA Custodians:
| IRA web page | ||||||||
| Notify us of your IRA charitable rollover | ||||||||
|
||||||||
|
Thank you for considering a Qualified Charitable Distribution (QCD) 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 WBUR. Another option is to use the phone number to call your IRA custodian. They will assist you in making a Qualified Charitable Distribution (QCD) 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. |
||||||||
| Your Name | ||||||
| Your Address (Street or P.O. Box) | ||||||
| Your ZIP | ||||||
| Notify us of your IRA charitable rollover | ||||||
|
||||||
| 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. | ||||||
Qualified Charitable Distributions
If you're 70½ or older, you can make up to $105,000 in charitable gifts from your IRA account each year and reduce your federal taxes on the distribution.
Gifts made through an IRA charitable rollover are not reportable as taxable income so you could pay less in taxes. And for non-itemizers, an IRA charitable rollover can still provide tax benefits because it reduces taxable income.
How it Works:
To take advantage of this opportunity, you must meet the following requirements:
- You are age 70½ or older at the time of the gift
- You transfer funds directly from your IRA to WBUR
- Your gift does not exceed $105,000
Please consult your financial advisor prior to instructing your IRA provider to make a gift under this provision.
If you are mailing a check, please direct it to:
WBUR Development
890 Commonwealth Avenue, 3rd Floor
Boston, MA 02215
Resources:
Please contact us at [email protected] with questions.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
Thank You
Your message has been sent.
