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Estate Planning Guide Planned Giving E-newsletter Heritage Club About Us
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Smart Charitable Giving During Retirement Plan

Retirees are some of our most dedicated donors. Our 2018-2019 Retirement Giving brochure describes tax-wise ways to make charitable gifts during retirement. Request your copy today »

IRA Charitable Rollover

Rollover Your IRA for Good

Did you know, that if you are 70½ or older, you can make charitable gifts directly from your tax burden?

Reduce Your Tax Burden
Even If You Don't Itemize

You may be looking for a way to make a big difference to help further our 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. An IRA charitable rollover is a way you can help continue our work and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
UWSBC
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to United Way of Santa Barbara County
  • 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
  • Help further the work and mission of United Way of Santa Barbara County

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 United Way of Santa Barbara County to help continue our important work.
  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 would like a handout about the IRA Charitable Rollover, either by mail or electronically please request one here.

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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