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<strong>Considering an IRA Charitable Distribution? Here’s what you’ll need to know.</strong> Feature Image

Considering an IRA Charitable Distribution? Here’s what you’ll need to know.


If you are 70½ or older and have a traditional Individual Retirement Account (IRA), you can make an immediate impact to the congregation through an IRA Charitable Distribution. An IRA Charitable Distribution allows you to make a gift to the Sisters, Servants of the Immaculate Heart of Mary, satisfy part or all of your annual required minimum distribution from your IRA and exclude part or all of that distribution from your taxable gross income, thereby reducing your tax liability.

For your gift to qualify

An IRA charitable distribution gift may benefit you

Making your gift is easy

As always, we encourage you to consult with your financial advisor.