Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

IRA Charitable Rollover

You may be looking for a way to make a big difference to help further the mission of Pace Academy. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. With an IRA charitable rollover, you will benefit this year while also providing a charitable gift to Pace Academy.

IRA Charitable Rollover
IRA (Custodian)
PACE
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to Pace
  • May satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you don't itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further Pace's mission

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to Pace.
  2. Your IRA funds will be directly transferred to Pace.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We are happy to assist you with your questions and provide additional information.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown