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Vincentian Legacy

THE

SOCIETY

IRA CHARITABLE ROLLOVER GIFT

While there have been many recent changes to the tax law, the Charitable IRA Rollover provision has remained permanent. Donors continue to be able to take advantage of this opportunity to support their favorite charities, have the gift(s) count against their required minimum distribution, and not have the amount included in their income. This is especially valuable for donors who do not itemize their tax deductions, as well as high income earners who lose the full value of their itemized deductions.

Click here for a sample Letter of Direction* to your IRA Plan Administrator to make a qualifying gift to Saint Vincent Academy. Your plan provider can determine the most efficient way to send this letter of instruction.

Please note: the information presented on these pages is not offered as legal or tax advice. You are encouraged to seek the advice of your tax advisor, attorney, and/or financial planner to determine which planned giving option is best for you.

BANK ACCOUNTS

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