Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Gift Example)

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You hold several retirement accounts but few stocks and bonds. You have just turned 70½, have sufficient income so you don't need your minimum required distribution (MRD) from your retirement plan, and taking the distribution will increase your income taxes.

  • You send a letters to your plan administrator requesting a direct transfer to Defenders of Wildlife of your MRD amount. You avoid all federal income taxes and support Defenders of Wildlife in an area you designate.

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Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.