IRA Charitable Rollover

IRA Charitable Rollover

Distributions from an IRA are treated as taxable income. A QCD is a direct transfer of funds from your IRA trustee to a qualified charity such as HonorHealth Foundation. For example, transfer your annual Required Minimum Distribution directly to HonorHealth Foundation and reduce your taxable income.

The IRA Charitable Rollover enables you to avoid taxes on transfers of up to $100,000 each year from your IRA to our organization. This type of gift is not subject to the deduction limits on charitable gifts.

Learn more about why and how to give a philanthropic gift through your IRA Charitable Rollover on our comprehensive Legacy Giving website.

Download an editable IRA distribution request letter (MS Word or fillable PDF document file formats):

Please note: choose your preferred file format by clicking the corresponding MS Word or PDF icon/link above. Depending on your computer system settings, you may need to subsequently select the download file option to save the file to your computer (if it doesn't download automatically). Once downloaded, you can then open and edit/update the file with your information.