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The IRA Charitable Rollover was first enacted as part of the Pension Protection Act of 2006 and permanently extended in the Protecting Americans from Tax Hikes Act of 2015. Now, you can make a charitable gift directly from your Individual Retirement Account (IRA) every year while excluding the amount of that gift from your adjusted gross income (AGI).
Advantages to you:
We recommend that you seek advice from your financial advisor prior to making a charitable rollover as personal circumstances can have a significant impact on whether charitable rollovers are advantageous. In order to benefit from an IRA contribution, plan to contact your IRA administrator as soon as possible as some administrators may place a deadline on requesting transfers.