IRA Charitable Rollover

The IRA Charitable Rollover is back! Don’t miss this extraordinary opportunity to make a tax-free rollover gift from your IRA to WUSF Public Media. Renewed on January 2, 2013, the IRA charitable rollover allows individual taxpayers older than 70 ½ years to donate up to $100,000 from their individual retirement accounts (IRAs) and Roth IRAs to charitable nonprofits without having to treat the withdrawals as taxable income. As an added benefit, this gift will count towards your required minimum distribution.

Qualifications include:

  1. Owners of traditional IRAs.
  2. Aged 70 1/2 or older.
  3. Transfer directly from the IRA administrator to a qualified charity like WUSF Public Media.
  4. No more than $100,000 per year.
  5. Distribution must be made on or before December 31, 2013.

If you’d prefer to simply name WUSF as a beneficiary of your retirement plan assets, click here for appropriate language. As always, you should consult your attorney and tax advisors when considering such matters. This information is not meant as specific legal or tax advice. For more information call Scott Nolan at 813-974-8677 or e-mail to