Simple steps to your IRA Charitable Rollover:

  1. Contact your plan administrator to initiate the distribution directly from your IRA to Perkins. We can provide template letters that may be helpful to you. Contact us if you need help getting started, your companies have forms and instructions directly on their website.
  2. Notify the Office of Planned Giving that you’re initiating the transfer, so we can confirm receipt of your gift, and share our appreciation.
  3. Receive Perkins’ thanks and acknowledgement for your generosity.

A gift with many advantages

Give more, to Perkins and your heirs! While the IRA assets your heirs receive from you may be reduced by income and estate taxes, Perkins will receive the full amount of your gift. This may make it possible to give more to your family, as well as a tax-exempt organization like Perkins.

  • Utilize an often-overlooked asset for giving.
  • Satisfy some or all of your minimum required distribution.
  • Reduce your taxable income.
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Looking for more information?

We’re always here to help. Simply contact us or call 617-972-7328 with any questions. 

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Your gift can help kids & adults with blindness thrive every day.