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Charitable IRA Rollover Gifts

Congress Reauthorizes IRA Rollover for 2014!

On December 16 the Senate passed a 1-year extension of the IRA charitable rollover provision, making it retroactive to January 1, 2014, through December 31, 2014.

This allows donors age 70 1/2 and older to transfer up to $100,000 to a recognized charity, like Catholic Relief Services. A charitable transfer will be free of federal income tax and qualifies as part of your required minimum distributions.

The deadline to make a gift from your IRA in 2014 is rapidly approaching. Please contact your financial advisor right away to complete the transfer before the December 31, 2014, deadline.

Your IRA custodian should send the check, with your name indicated as the donor, to the address below:

Catholic Relief Services
Planned Giving Department
228 West Lexington Street
Baltimore, MD 21201-3443

Questions? Concerns?

We're here to help:

Richard Balmadier, Director of Planned Giving
Phone: 1-800-235-2772; at the prompt, dial extension 7251


Erin Mathews, Planned Giving Specialist
Phone: 800-235-2772, at the prompt dial ext. 7409

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