Individual Retirement Account (IRA) to Gift Annuity Rollover

If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

Benefits of an IRA to gift annuity rollover

Reduce your taxes with a one-time transfer of up to $55,000 from your IRA to a gift annuity
Receive lifetime fixed payments for you and, if you choose, for your spouse or partner
Potentially reduce your required minimum distribution (RMD) this year
Play a role in furthering the mission and impact of Planned Parenthood of the Pacific Southwest

Contact us about creating an IRA rollover to gift annuity.
Work with your IRA plan administrator to make a one-time qualified charitable distribution (QCD) of up to $55,000 from your IRA to Planned Parenthood of the Pacific Southwest.
Your gift will be used to fund your gift annuity payments.
Please note that IRA gifts do not qualify for a charitable deduction.
After you receive payments for life, there will be a future gift for Planned Parenthood of the Pacific Southwest.

If you have any questions about an IRA rollover to a gift annuity, please contact us.