Make a Gift From My IRA
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Notify us of your IRA charitable rollover
If you check the box in this area, a module will open where you can enter your name and email to notify us of your IRA Rollover gift.
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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to the San Diego Symphony Orchestra Association. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section. Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution. |
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
HOW TO MAKE A MAJOR IMPACT NOW:
QUALIFIED CHARITABLE DISTRIBUTION
You may be looking for a way to make a big difference to help further our mission.
If you are 70½ or older, an IRA charitable rollover is a Qualified Charitable Distribution and a significant way you may receive important tax benefits while making a major impact on our work.
Qualified Charitable Distribution
IRA (Custodian)
the San Diego Symphony Orchestra Association
BENEFITS OF A QUALIFIED CHARITABLE DISTRIBUTION
- Avoid taxes on transfers of up to $100,000 per individual taxpayer or $200,000 for married couples filing jointly from your IRA to the San Diego Symphony Orchestra Association.
- 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 the San Diego Symphony Orchestra Association.
HOW A QUALIFIED CHARITABLE DISTRIBUTION GIFT WORKS
- Contact your IRA plan administrator to make a gift from your IRA to the San Diego Symphony Orchestra Association.
- Your IRA funds will be directly transferred to our organization to help continue our important work.
- Please note that Qualified Charitable Distribution gifts do not qualify for a charitable deduction.
- Please contact us if you wish for your gift to be used for a specific purpose.
CONTACT US
If you have any questions about a Qualified Charitable Distribution gift, please contact us. We would be happy to assist you and answer any questions you might have.
Let us help you with your gift plans:
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