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IRA Charitable Rollover

The worst estate planning mistake you can make is sending the wrong assets to family, incurring large estate tax bills.
Let our Planned Giving team help you avoid this costly mistake.

You may be looking for a way to make a big difference to sustain or maybe even expand Focus on the Family's mission. If you are 70½ or older, an IRA charitable rollover is an excellent way to partner with Focus on the Family!

IRA Charitable Rollover
IRA (Custodian)
Focus
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our Focus on the Family
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the 50% deduction limits on charitable gifts
  • Help further the work and mission of Focus on the Family

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to Focus on the Family.
  2. Have your name included on memo line or stub of the check.
  3. Your IRA funds will be mailed directly to Focus on the Family.

Checks can be mailed to:

Focus on the Family Attn: Gift & Estate Planning, 8605 Explorer Drive, Colorado Springs, CO 80920



Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

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