Planned Giving


The Greater Houston Community Foundation is dedicated to helping donors create lasting legacies and meaningful impact by supporting philanthropy in a variety of ways - including custom solutions for even their most complex needs.

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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further your mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals.

IRA Charitable Rollover
IRA (Custodian)
GHCF
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

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

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