IRA Rollover

HomeIRA Rollover

You may be looking for a way to make a big difference to help further youth shooting sports, an IRA contribution could make that difference!

If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit youth shooting sports forever!

HOW AN IRA CHARITABLE ROLLOVER GIFT WORKS

  1. Contact your IRA plan administrator to make a gift from your IRA to the MidwayUSA Foundation
  2. Your IRA funds will be directly transferred to the MidwayUSA Foundation
  3. IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Contact us if you wish for your gift to be used for a specific purpose or endowment

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BENEFITS OF AN IRA CHARITABLE ROLLOVER

  • Avoid taxes on transfers up to $100,000 from your IRA to qualified charities, including the MidwayUSA Foundation
  • May satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of our organization

MORE ABOUT AN IRA CHARITABLE ROLLOVER

There are certain limitations with respect to the IRA Charitable Rollover:

  • This gift opportunity only applies to certain types of IRAs, typically traditional or Roth.
  • Other retirement plans, such as 401(k) and 403(b) accounts cannot be used. However, it may be possible to make a tax-free transfer from such other accounts to an IRA, from which a charitable rollover can then be made.
  • Rollover gifts cannot be used to fund a charitable gift annuity or charitable remainder trust (because the do-nor can receive no benefits in exchange for the gift).
Remember, this site is informational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.