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

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  • You must be 70½ at the time you direct your IRA administratior to transfer the funds to Defenders of Wildlife.
  • The transfer must be directly from the IRA to Defenders of Wildlife.
  • Gifts cannot exceed $100,000 per year in 2006 and 2007.
  • State income tax may still be due.
  • You do not qualify for an income tax charitable deduction.

BE SURE TO:
Consult carefully with your plan administrator and your financial advisors before making any lifetime gift from your retirement plan.

For more information

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.