Qualified Charitable Distributions

HOW TO MAKE A MAJOR IMPACT NOW:
ira charitable rollover

You may be looking for a way to make a big difference to help further our mission.
If you are 70½ or older, an IRA charitable rollover is a Qualified Charitable Distribution and a significant way you may receive important tax benefits in 2021 while making a major impact on our work.

BENEFITS OF AN IRA CHARITABLE ROLLOVER
  • Avoid taxes on transfers of up to $100,000 per individual taxpayer or $200,000 for married couples filing jointly 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.
  • Help further the work and mission of our organization.
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 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 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.

Let us help you with your gift plans:

A WORD ABOUT THE SAN DIEGO SYMPHONY'S LEGACY SOCIETY:

To become a Member of the San Diego Symphony Orchestra Association Legacy Society, it is not necessary to provide documentation; however, we appreciate knowing the details of your plan to support the Symphony through your estate. By informing the Symphony of your plans, you can be sure that your gift is fulfilled as you intended. (See our current Legacy Society Member Roll.)

You may direct your gift to either our endowment at the San Diego Symphony Foundation (EIN #14-1858753) or to the San Diego Symphony Annual Fund (EIN # 95-2040874), 1245 Seventh Avenue, San Diego, CA 92101.

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