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: