IRA Charitable Rollover

Plan now to support RAISING EAGLES

through your

You may be looking for a way to make a big difference to help further the Wesley Foundation‘s mission of raising eagles. If you are 70½ or older, an IRA charitable rollover, also called a qualified charitable distribution, is a way you can help continue our work and benefit the USM Wesley Foundation this year.

Benefits of a qualified charitable distribution:

Avoid taxes on transfers of up to $100,000
Make a gift that is not subject to the deduction limits on charitable gifts
Help further the work and mission of the USM Wesley Foundation

How an IRA charitable

rollover gift works:

Contact your IRA plan administrator to make a gift straight from your IRA to the USM Wesley Foundation.
You can deduct this contribution from your taxes even if you take the standard deduction or don’t itemize deductions in your federal income tax return. State laws may vary so it’s a good idea to talk with a tax expert if you have specific questions.
Please contact us if you wish for your gift to be used for a specific purpose.