Planned Gifts

Gift Planning

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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 72* or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

* Beginning January 1, 2020, the minimum age at which you must take your required minimum distribution was raised from 70 ½ to 72. If you turned 70 ½ before that date, you are still required to take your RMD as before.

Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to Pasadena Humane.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to our organization
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.

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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