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Qualified Charitable Distributions from your IRA

Give tax-free gifts from your IRA that benefit our mission and you.

About Qualified Charitable Distributions

Individual Retirement Arrangement (IRA) owners age 70 ½ or over can transfer up to $105,000 to charity tax-free each year. These transfers, known as qualified charitable distributions or QCDs, offer eligible older Americans a great way to easily give to charity before the end of the year. And, for those who are at least 73 years old, QCDs count toward the IRA owner’s required minimum distribution (RMD) for the year.

Benefits

  • Reduce taxable income
  • Counts towards your Required Minimum Distribution for the year
  • Make an immediate impact on our mission

How it works

  1. Instruct your IRA custodian to distribute funds directly to one or more eligible charities.
  2. Enjoy the benefit of a tax-free distribution from your IRA, contributing towards your required minimum distribution for the year.
  3. Potentially reduce tax liability by excluding the distribution amount from taxable income.

You will not receive a charitable income tax deduction for a Qualified Charitable Distribution.

More ways to donate using your retirement accounts

Gift assets not covered by your will — like 401(k) or IRA accounts — by designating us beneficiaries of those assets.

Learn more about Qualified Charitable Distributions

If you wish to make a Qualified Charitable Distribution, contact your IRA custodian.

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Shawn Wood

Title :Assistant Vice President for Development

Phone: 434-544-8450

Email: wood_sp@lynchburg.edu

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More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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