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Expanding the Benefits of IRA Rollovers

Over the past several weeks, several legislative proposals have been introduced in Congress to expand the scope of IRA Charitable Rollover.  The proposals would permit rollovers into Donor Advised Funds and authorize rollovers for charitable life-income plans. We will keep you posted on the state of the legislation: CHARITY Act (S. 2750), the Grow Philanthropy Act (H.R. 4907), and H.R. 5171, the Legacy IRA Act.

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