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The Vincentian Legacy Society

IRA CHARITABLE ROLLOVER GIFT

Despite numerous recent changes to tax laws, the Charitable IRA Rollover provision remains unchanged. This valuable giving option allows donors to support their favorite charities while satisfying all or part of their required minimum distribution (RMD) without having the distribution included in their taxable income. This provision may be particularly beneficial for donors who do not itemize deductions, as well as hire income individuals whose itemized deductions may be limited or reduced. 

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 financial option is best for you.

BANK ACCOUNTS

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