Make a Tax-Free Gift from Your IRA

See Your Generosity in Action 

If you are at least 70½ years old, you can make a tax-free gift from your individual retirement account (IRA) directly to Sun Health Foundation. This law no longer has an expiration date, so you are free to make annual gifts to qualified charitable organizations from your IRA this year and well into the future.

How It Works

You must be 70½ or older at the time of your gift.

You may transfer any amount up to $100,000 directly from your IRA to a qualified charitable organization.

The transfer is not considered to be taxable income, and therefore does not generate an income tax deduction, so you benefit even if you do not itemize your tax deductions.

If you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.

Make an Impact Today 

By making a gift this year, you can make an immediate impact on the work of the Foundation while putting the wheels in motion to create a philanthropic legacy.

We Can Help

To learn more about IRA rollover gifts, please call the Foundation at 623-832-5330 or email me at sharon.thornton@sunhealth.org to discuss details.

Information provided by The Stelter Company 

Sharon Thornton, JD, LL.M,
Exec. VP and Chief Philanthropy Officer

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