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    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
    Charity image

    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

    1. Contact your IRA plan administrator to make a gift from your IRA to the San Diego Symphony Orchestra Association.
    2. Your IRA funds will be directly transferred to our organization to help continue our important work.
    3. Please note that Qualified Charitable Distribution 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 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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