Charitable Gift From IRA

Mary and her late husband have been long-term supporters of our mission. They have been successful business owners and diligent savers. Since Mary is over age 70 1/2, she must take a required minimum distribution from her IRA each year. She is savvy in financial matter and understands the value of giving to One Mission Society directly from her IRA each year to avoid paying income taxes on the distribution.

Mary: I am pleased the government has now made the law permanent for me to be able to give directly to One Mission Society out of my IRA. It is very simple, each year I tell my financial advisor how much I want One Mission Society to receive and my financial advisor handles issuing the check. I want One Mission Society to have the ability to use the funds as they best see fit, so I tell them every year to use my gift from my IRA in areas where it will do the most good.

Mary enjoys the simplicity and income tax savings each year by giving to our mission directly from her IRA. If you would like to know more, we are happy to answer any questions and work directly with your financial advisor to make this method of giving simple and easy.