IRA Charitable Rollovers

Rollover your IRA and make an IMPACT on your Jewish community


Congress has permanently extended this popular tax-advantaged giving opportunity. Individuals age 70 1/2 can make a direct distribution of up to $100,000 to the Jewish Federation. Your IRA charitable rollover can be used to benefit Federation or any of its agencies. 

The benefits of making an IRA charitable rollover gift: 


  • The contribution will be excluded from your income for federal purposes and will not be taxed.


  • The rollover counts toward your required minimum distribution (RMD). 


  • Giving from your IRA is an easy and convenient way of making a meaningful gift. 


You may not make direct distributions to donor advised funds, supporting organizations, or split-interest trusts, or in exchange for gift annuities. 

Don't delay! Rollovers must be completed by December 31. If you are eligible, an IRA direct distribution is a wonderful opportunity for you to use your IRA to accomplish your philanthropic goals. 


As always, we encourage you to seek the advice of your professional advisor before you make a charitable IRA rollover gift. 


For more information, please contact David Snyder, Chief Advancement & Community Relations Officer,