IRA to Gift Annuity Rollover

You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

Benefits of an IRA to gift annuity rollover

Reduce your taxes with a one-time transfer of up to $53,000 from your IRA to a Gift Annuity
Receive lifetime fixed payments for you and, if you choose, for your spouse
Potentially reduce your required minimum distribution (RMD) this year
Help further the work and mission of St. Francis de Sales School

How an IRA rollover to gift annuity works

Contact us about creating an IRA rollover to gift annuity with St. Francis de Sales School.
Contact St. Francis de Sales for information on how to support SFS with a one-time qualified charitable distribution (QCD) up to $53,000 from your IRA and then reach out to your IRA plan administrator to request the distribution.
We will use your IRA gift to fund your gift annuity payments.
Please note that IRA gifts do not qualify for a charitable deduction.
After you receive payments for life, there will be a future gift to us.
You may direct your gift for unrestricted support or direct for the use of a specific purpose. Please contact us for more information

Contact us

If you have any questions about an IRA rollover to a gift annuity, please contact us. We would be happy to assist you and answer any questions you might have.