IRA Charitable Rollover
Direct gifts to Erlanger Foundation from your IRA can:
Be an easy and convenient way to make a gift from one of your major assets.
Be excluded from your gross income: a tax-free rollover.
Count toward your Required Minimum Distribution.
For your gift to qualify for benefits:
You must be 70 ½ or older at the time of your gift.
The transfer must go directly from your IRA to Erlanger Foundation.
Your total IRA gift(s) cannot exceed $100,000.
Your gift must be outright.
To see how a rollover could benefit you, contact: Julie Taylor, Foundation President, at 423-778-6411 or email Julie.Taylor@erlanger.org.
You may have a new “best friend” after seeing the tax benefits you could realize by rolling your IRA over to Erlanger Foundation.