IRA Charitable Rollover is Now Permanent


If you are 70 1/2 or older and own an IRA, you can double your impact with an IRA rollover gift in 2015 and another one in early 2016.
Congress passed a law that makes the IRA charitable rollover permanent to December 31, 2014. Gifts transferred directly from your IRA to your United Methodist church and/or favorite ministry at any point during 2015 will qualify as a rollover gift. These gifts (up to $100,000 limit) are tax-exempt and can be used to meet your required minimum distribution. Plus, this is an easy way to help further the mission of a United Methodist cause clause to your heart.
If you would like to use your required distribution to start an endowment or establish a scholarship fund, call the Georgia United Methodist Foundation at 770-449-6726 or 877-220-5664 or email For more detailed information, you may also contact your IRA administrator or professional adviser.

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