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Tom Gives Strategically through a Qualified Charitable Distribution from an IRA

Tom Gives Strategically through a Qualified Charitable Distribution from an IRA

Tom is a doctor who works in public health and is passionate about supporting the U.S. Centers for Disease Control and Prevention's (CDC) efforts on a specific disease. He contacted the CDC Foundation to learn how he could lend his support and informed us he would like to make a gift using a Qualified Charitable Distribution from an IRA custodian.

If you are 70-1/2 years old or older, you are required to take a minimum distribution. One option for giving is a direct transfer of funds from your IRA custodian payable to a qualified charity like the CDC Foundation. The portion that qualifies as a charitable donation is then excluded as taxable income (up to $100,000).

When speaking about his gift from an IRA, Tom reports, "It's a fantastic way to leverage money."

He adds, "I love the CDC Foundation. Public health is something that affects us all, not only here in the United States but across the world. Diseases, especially infectious diseases, have no borders and boundaries, and we need to stay on top of prevention and detection. Because of their work with CDC, the CDC Foundation can help you do that."

Tom continues, "Public health traditionally is underfunded, yet it is so critically important for the world. The CDC Foundation provides support to those areas that we need."


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