Search IRA Rollover Custodians:
|IRA web page|
Notify us of your IRA charitable rollover
If you check the box in this area, a module will open where you can enter your name and email to notify us of your IRA Rollover gift.
Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Oakland Symphony. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section.
Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution.
|Your Address (Street or P.O. Box)|
|Notify us of your IRA charitable rollover|
|Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.|
Give From Your IRA
You can reduce your taxable income by making a gift directly from your IRA. It's easy.
Individuals age 70½ and older may make gifts directly from their IRA to a qualified charity. Individuals aged 73 and older must take "required minimum distributions" or RMDs from their IRA each year. You can transfer up to $100,000 per year directly to charity and it may satisfy your required minimum distribution.
Benefits of Giving from your IRA
- Avoid taxes on transfers up to $100,000 from your IRA to Oakland Symphony
- May satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift not subject to the deduction limits on charitable gifts
- Help further the work of Oakland Symphony
How to Give from your IRA
- Contact your IRA account holder and ask them to make a gift from your IRA to Oakland Symphony
- Your IRA funds will be transferred directly to us
- Please note your IRA gift will not qualify for a charitable deduction, but you will not pay tax on the amount given directly to us
- Please contact us to let us know your gift is on its way
Gifts from your IRA
If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use our "Make a Gift From My IRA" tool to contact your IRA account holder and make a qualified charitable distribution. We will acknowledge your generous gift as a qualified charitable distribution, which may satisfy your RMD, if applicable.
If you have questions about giving from your IRA, please contact us.
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