IRA Charitable Rollover

Direct gifts to Children’s Hospital Foundation from your IRA can:

  1. Be an easy and convenient way to make a gift from one of your major assets.

  2. Be excluded from your gross income: a tax-free rollover.

  3. Count toward your Required Minimum Distribution.

For your gift to qualify for benefits:

  • You must be 70 ½ or older at the time of your gift.

  • The transfer must go directly from your IRA to Children’s Hospital Foundation.

  • Your total IRA gift(s) cannot exceed $100,000.

  • Your gift must be outright.

To see how a rollover could benefit you, contact: Mary Rustic, Director of Major & Planned Giving, at 423-778-3530 or email: mary.rustic@erlanger.org

You may have a new “best friend” after seeing the tax benefits you could realize by rolling your IRA over to Erlanger Health System Foundations.

You may have a new “best friend” after seeing the tax benefits you could realize by rolling your IRA over to Erlanger Health System Foundations.