IRA Charitable Rollover

 

The IRA Charitable Rollover provision is permanent, which allows donors to make tax-free distributions to an approved charitable organization, such as Holy Family, from their individual retirement account (IRA) with the following requirements.

  • Donor must be 70 1/2 years of age or older at the time of the distribution to Holy Family;
  • Gifts cannot exceed $100,000 per taxpayer per year;
  • Transfers must be made directly from the IRA administrator to Holy Family Catholic Schools;
  • Distributions can be made only from IRAs or Roth IRAs.


Take this opportunity to make a gift that can benefit both you and the students of Holy Family Catholic Schools. Leave a legacy for our students and receive welcome tax relief.


To make a gift from your IRA, follow these two simple steps:

Step #1: Contact Holy Family's Advancement Office at 563-582-5456 x 284 to inform us of the gift and to let us know where you would like your gift to be designated to.

Step #2: Contact your IRA plan administrator requesting that the distribution be made payable to Holy Family Catholic Schools. 

 

 

Contact Us

Kari Nickol
Director of 
Institutional Advancement
(563) 582-5456, Ext. 284
knickol@holyfamilydbq.org

Holy Family Catholic Schools

2005 Kane St., Dubuque IA 52001
(563) 582-5456