IRA Charitable Rollover FAQ

Publication date: 
January, 2013

Through December 31, 2013, people age 70 1/2 and older can transfer up to $100,000 of IRA assets to public charities without triggering federal income taxes today or estate tax in the future.  This has important considerations for CMF members - both as foundations and as donors. This fact sheet from the Council on Foundations outlines the legislation and the details. 

PDF icon IRA_Charitable_Rollover_Fact Sheet.pdf369.67 KB
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