IRA Charitable Rollover
Act Now! Reduce Taxes and Increase Your Impact
with an IRA Rollover Gift to Joni and Friends
Joni and Friends supporters, age 72 or older, can get a tax break while supporting our many programs and services with an IRA Rollover gift.
“We wanted to do something for Joni and Friends and would rather the money go to ministry rather than to taxes so we gave a gift through our IRA. It’s an easy way to give and because it reduced our taxes, we were able to make a larger gift than we would otherwise have been able to make.”
—Galen and Lita Norsworthy
Benefits of an IRA Rollover Gift?
Use all or a portion of your Required Minimum Distribution (RMD) to make a gift to Joni and Friends and you don’t pay income taxes on the amount you donate.
You can donate up to a total of $100,000 each year ($200,000 for married couples) and exclude the gift from your taxable income.*
Increase your ministry impact to advance the Gospel and transform lives within the disability community, worldwide.
You must complete your transfer before December 31st. Initiate your year-end transfer prior to December 1st to ensure that the transfer is completed by December 31st. Gifts made by IRA checkbook and received by Joni and Friends after December 15th may not arrive in time for the IRA custodian to count the gift as a distribution for the current year.
This information is not intended as tax, legal, or financial advice.
Please check with your financial advisor to determine how a charitable IRA rollover gift will impact you.