Early New England Research hero


Here is a tax-smart way to make an impact to New England Historic Genealogical Society using your traditional or Roth IRA. The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to New England Historic Genealogical Society and satisfy your Required Minimum Distribution (RMD). If you are not required to take an RMD but no longer itemize your deductions, then a QCD may be right for you as well.
How Do I Qualify?
The IRA charitable rollover (QCD) offers multiple benefits for making gifts from your traditional or Roth IRA.
Benefits of an IRA Charitable Rollover Gift
How can I make an IRA Charitable Rollover?
Contact your IRA administrator for their QCD distribution form and information on the procedure to make such a gift.