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Qualified Charitable Distribution (QCD) or “IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to Catholic Charities
  2. Plan administrator makes transfer as directed to Catholic Charities

Benefits

  • Your gift is transferred directly to Catholic Charities; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement, which, under the 2019 SECURE Act, begins at the age of 72
  • You support the programs that are important to you at Catholic Charities

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

Emily Chau
Director of Planned Giving & Fundraising Systems Analytics
646-794-2018
Emily.Chau@catholiccharitiesny.org

 

Catholic Charities of the Archdiocese of New York
1011 First Avenue
11th Floor
New York, NY 10022
Federal Tax ID Number: 13-5562184

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