IRA Charitable Rollover

Act Now! 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.

“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

Your charitable IRA rollover gift must go directly to Joni and Friends and not any donor advised funds, family foundations or other supporting foundations.

We would greatly appreciate being informed of your generosity so that we can be prepared to provide a proper and timely IRS acknowledgment.

Learn more about retirement plan gifts.

Jen is a 72 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.