IRA Charitable Contribution

What Is An Ira Charitable Rollover Contribution?

  • Donors who are age of 70 1/2 or older can make a gift of up to $100,000 from their IRA (traditional or Roth) to support your cause.

IRA Charitable Rollover Details. A donor age 70 1/2 or older can transfer up to $100,000 from their IRA to a qualified charity, such as the Diocese of San Diego and Imperial each year. A married couple who are both 70 1/2 or older at time of the transfer can each transfer $100,000 from their IRA’s for a total of $200,000.

  • Your IRA administrator may take several weeks to process your request for a transfer of your distribution to the Diocese of San Diego and Imperial. Please consult with your IRA plan administrator for instructions and deadlines.
  • Distributions from your IRA that are made out to you personally and not to the Diocese of San Diego and Imperial WILL NOT count as an IRA Charitable Rollover.

An IRA Charitable Rollover is a tax-exempt distribution from the IRA. The amount transferred can be used to meet your required minimum distribution (RMD).

Click any of the buttons below to download IRA Charitable Rollover Instructions and Form

Contacts

Mary Lopez
Administrative Assistant
Phone: (858) 490-8280
mlopezsdcatholic.org
Grace Perfecto
Administrative Assistant
Phone: (858) 490-8249
gperfectosdcatholic.org
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