Planned Giving

Make a tax-free gift today with an IRA distribution 
You can make an immediate tax-free gift by directly transferring to NEHGS up to $100,000 annually from your traditional IRA or Roth IRA (other qualified retirement plans such as 401(k)s and 403(b)s are not eligible). You must be at least 70 ½ years old to take advantage of this opportunity. 

The benefits of a gift of an IRA distribution include:

  • Satisfying the required minimum distribution.
  • Avoiding income tax on IRA withdrawals.
  • Supporting the important work of NEHGS with a tax-free gift.

 

IRA distributions can be an ideal method of giving if one or more of the following apply.

You:

  • Do not want to trigger income tax liabilities with required IRA withdrawals.
  • Do not need all of your required IRA withdrawals to maintain your lifestyle.
  • Do not itemize your taxes.
  • Have already exhausted your charitable deduction limitations.
  • Wish to remove assets from your future taxable estate.