IRA Charitable Rollover

Reduce Taxes and Increase Your Impact with an IRA Rollover Gift to Joni and Friends

Joni and Friends supporters, age 70 ¹/₂ or older, can get a tax break while supporting our many programs and services with an IRA Rollover gift.

IRA gifts can be mailed to: Joni and Friends P.O. Box 3333 Agoura Hills, CA 91376.

“We wanted to do something for Joni and Friends and would rather the money go to ministry rather than to taxes so we gave a gift through our IRA. It’s an easy way to give and because it reduced our taxes, we were able to make a larger gift than we would otherwise have been able to make.”

—Galen and Lita Norsworthy

A Charitable IRA rollover gift should be payable to Joni and Friends and mailed to: Joni and Friends P.O. Box 3333, Agoura Hills, CA 91376.

Please have your IRA custodian list your name (IRA account holder’s name) on the check memo line so we can mail you a letter acknowledging your IRA gift. Thank you!

Jen is a 73 year old faithful friend who wants to make a gift to support our Wheels for the World® Program

Jen decides to make a charitable gift through her IRA to satisfy her RMD

Jen makes her gift from her IRA directly to Joni and Friends

She avoids paying income taxes on the donated amount

Jen’s gift reduces her taxes and increases her impact to our Wheels for the World™ outreach

You must complete your transfer before December 31st. Initiate your year-end transfer prior to December 1st to ensure that the transfer is completed by December 31st. Gifts made by IRA checkbook and received by Joni and Friends after December 15th may not arrive in time for the IRA custodian to count the gift as a distribution for the current year.

This information is not intended as tax, legal, or financial advice.
Please check with your financial advisor to determine how a charitable IRA rollover gift will impact you.