Gifting with an IRA Rollover

If you are age 70½ or older, you can make a direct, tax-free rollover of up to $100,000 from your IRA to the Community Foundation. Gifts of IRA rollovers may only go to unrestricted funds and not to donor advised funds. You may review the Foundation’s qualifying funds in the Give Broadly section.

Please call the office at (360) 378-1001 if you are thinking of making an IRA rollover to the Foundation.

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