Charitable IRA Distribution

In 2013, donors age 70 1/2 and older were potentially eligible to transfer up to $100,000 in gifts directly from an IRA to SCPR without counting the distribution as gross income. This tax benefit expired on December 31, 2013 and we’ll update this site as information on 2014 laws becomes available. If you have questions or would like to discuss benefits of IRA charitable distributions please contact Katherine Gfeller in SCPR Development at (626) 583-5145 and your tax advisor.

2013 Sample Letter from IRA Account Owner to IRA Administrator

[Download the Sample Letter]