Make a Gift from your IRA

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, an IRA charitable rollover is a way you can help continue our work and benefit this year.

View Sample IRA Letter

Benefits of an IRA charitable rollover

• Avoid taxes on transfers of up to $105,000 from your IRA to our organization
• If you are married with separate IRAs, you and your spouse each can make gifts up to $105,000 per year
• Make a gift that is not subject to the deduction limits on charitable gifts
• Help further the work and mission of The Heritage Foundation

How an IRA charitable rollover gift works

1. Contact your IRA plan administrator directly to make a gift from your IRA to The Heritage Foundation.
   • To be sure we properly and promptly acknowledge your gift, please also call or email Lori McNicoll at (800) 409-2003 or [email protected] to let us know of your plans.
   • For those with individual checkbook privileges, you may make your check payable to The Heritage Foundation and send it directly to Heritage with a note that you are making a charitable gift from your IRA.
2. You IRA funds will be directly transferred to our organization to help continue our important work.
3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction. While you will not receive an income tax deduction for this gift, the distribution will be excluded from your taxable income. A transfer to The Heritage Foundation would also fulfill some or all of any required minimum distribution without increasing your taxable income.

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.