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Expanding the Benefits of the IRA Rollover

For almost 10 years, the IRA Charitable Rollover has been a proven charitable giving incentive for many of our donors.  Now that it’s a permanent part of the tax code, it is expected that such contributions will continue to grow in future years as more and more donors age 70 ½ take advantage of this important charitable and estate planning tool.  Several legislative proposals recently have been introduced in Congress to expand the scope of the Rollover. These proposals merit the support of our legislators.  They would expand the provision to permit rollovers to donor-advised funds and authorize Rollovers for charitable gift annuities and charitable remainder trusts.  For an example of how Rollovers can be put to good use, click here. Call us at 614-338-2365 with your questions.

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