Skip to main content

Planned Gifts

IRA Charitable Rollovers

Making a Difference in the Lives of Children and Adults who are Blind!

The IRA Charitable Rollover allows the following:

  • Inidividuals and eligible spouses can make an IRA charitable rollover (up to $100,000) to a qualified charity and not have that transfer count towards their taxable income in the same year that they made the charitable gift.
  • Charitable rollover amounts could count toward the individual’s required minimum distribution.

Please note that if a donor makes a direct distribution from their IRA to a charity where those funds were put in a donor advised fund, the donor is still required to claim those monies as income and they cannot be characterized as a charitable rollover.

Talk with your financial advisor today to find out more about how you can initiate an IRA Charitable Rollover, to benefit the mission and ministry of Christian Record Services!

Address:

Christian Record Services, Inc
5900 S 58th. Suite M
P.O. Box 6097
Lincoln, NE 68506

Federal Identification Number: please call 402-488-0981, option 4 to obtain the federal identification number. 

 Questions? Please call 402-488-0981, option 4, or email donorcare@christianrecord.org.

 

Close