IRA Charitable Rollover: A Major Gift with Minor Effort
If you are 70 ½ or older and have a traditional IRA, you can direct up to $100,000 from your IRA to the REED Foundation for Autism in a tax-efficient manner.
- Contact your IRA custodian to transfer a specific dollar amount directly to the REED Foundation for Autism.
- Notify Lisa Goldstein at [email protected] to expect a transfer so we can send you the appropriate acknowledgement letter for tax purposes.
Reminder: This information is not intended as tax or legal advice. Always check with your tax and financial advisor for professional guidance.