Professional Advisors - Tax-Free IRA Charitable Rollover
Donors who are at least 70 1/2 years old may transfer up to $100,000 from an IRA directly to a qualifying charity – such as the Peninsula Community Foundation – without recognizing the assets transferred as income. If married, each spouse can transfer up to $100,000 from their IRA.
Allow us to come to your office to provide a personal introduction. Contact Hal Brauer at 757-327-0862 or firstname.lastname@example.org