Making an IRA Rollover Charitable Gift

STEP 1

Ask your IRA administrator to make your IRA rollover directly to the Heart of Indiana United Way or write an IRA check.

STEP 2

Fill out the IRA Rollover Gift Notification form here to notify Heart of Indiana United Way that a gift from your IRA is in process. 

ITEMS TO REMEMBER

• Up to $100,000 can be transferred each year by individuals who are at least 70½ years of age.
• Charitable IRA rollovers  (QCD) are not counted as income for federal taxes