IRA Charitable Rollover

If you're 70½ or older and want to make a difference today and save on taxes, an IRA charitable rollover could be the perfect solution. By making a gift directly from your IRA to Planned Parenthood of the Pacific Southwest, you can reduce your taxable income and satisfy all or part of your required minimum distribution. This gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.

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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Planned Parenthood of the Pacific Southwest. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section.

Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution.

Benefits of an IRA charitable rollover

Avoid taxes on transfers of up to $111,000 from your IRA
Satisfy all or part of your required minimum distribution (RMD) for the year
Reduce your taxable income, even if you do not itemize deductions
Make a gift that is not subject to the deduction limits on charitable gifts

How an IRA charitable rollover gift works

Use the "Make a gift from my IRA" tool located on this page to contact your IRA administrator. Or to request a gift by mail, you may refer to this sample letter.
Your IRA funds will be directly transferred to Planned Parenthood of the Pacific Southwest.
Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.