Partners In Health

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NEW LAW: No Required Minimum Distributions in 2020!

As a part of the CARES Act, Congress has temporarily eliminated most required minimum distributions (“RMD”) from retirement plans during 2020. Check with your financial advisor to see how this might affect you. Even without an RMD, a QCD remains a great way to make tax advantageous contributions. Learn more about the CARES Act


Here is a tax-smart way to make an impact to Partners In Health using your traditional or Roth IRA. The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Partners In Health and satisfy your Required Minimum Distribution (RMD). If you are not required to take an RMD but no longer itemize your deductions, then a QCD may be right for you as well.

How Do I Qualify?

The IRA charitable rollover (QCD) offers multiple benefits for making gifts from your traditional or Roth IRA.

  • You must be 70 ½ years or older at the time of the gift
  • Gifts must go directly from your IRA to Partners In Health
  • Gifts must come from a traditional IRA or Roth IRA

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Benefits of an IRA Charitable Rollover Gift

If you don’t itemize deductions and are not yet required to take your RMD, a QCD offers all of the benefits of an itemized income tax charitable deduction

  • If you are age 72 or older and must take your RMD, a QCD can satisfy your RMD without increasing your income taxes
  • You may direct your gift to a program or area of your choice
  • It is a wonderful way to create an immediate impact on Partners In Health

How can I make an IRA Charitable Rollover?

Contact your IRA administrator for their QCD distribution form and information on the procedure to make such a gift.

For more information on this gift or any other of our gift planning options, please contact:

Laura Sidla
Director of Gift Planning
857-880-5717
plannedgiving@pih.org

 

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