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IRA Charitable Rollover

Did you know that you can reduce your taxes by making a gift from your IRA to SF State? The IRA charitable rollover permits individuals who are 70½ and older to roll over up to $100,000 directly from their IRA to SF State free from federal income tax. An IRA charitable rollover gift also qualifies for your required minimum distribution, permitting you to lower your income and taxes for this year while helping SF State receive 100% of the distribution amount. Learn more about how you can redirect unneeded IRA income to SF State, helping students and programs while enjoying the tax savings this year.

IRA Charitable Rollover
IRA (Custodian)
SF State
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • 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 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.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

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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