Tag Archives: IRA Charitable Rollover

Visualize your legacyIf you are 70½ or older, the next few weeks provide a unique opportunity to support Berry students while also taking advantage of special IRA “charitable rollover” legislation that is set to expire at year end.

This legislation allows you to make a gift of any amount up to $100,000 from your IRA without paying federal income taxes on the amount. These funds count toward your required distribution and can be drawn from either a traditional or Roth IRA. You don’t have to itemize deductions on your federal income tax return to benefit.

For more information, contact Helen Lansing, Berry’s planned giving officer, at hlansing@berry.edu or (toll free) at 877-461-0039.

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