Legacy Giving

Charitable IRA Rollover

Many LWR donors have discovered the benefits of making a gift using their Individual Retirement Account (IRA).  If you are 70½ or older, you may be interested in this way to make a significant gift while lowering the income and taxes from your IRA withdrawals.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to Lutheran World Relief
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the 50% deduction limits on charitable gifts
  • Help further the mission of Lutheran World Relief

How do I proceed?

  1. Check with your tax advisor to see if a gift from your IRA is appropriate for your situation.
  2. Contact your IRA plan administrator to make a gift from your IRA to Lutheran World Relief, using this sample letter of instruction.
  3. Contact LWR if you wish for your gift to be used for a specific purpose. Please advise LWR of your gift decision, using this sample letter of notification.
  4. Your IRA funds will be directly transferred to Lutheran World Relief, and you will receive our acknowledgement. Please note that a charitable IRA distribution does not qualify for a charitable tax deduction.

Contact us

We would be happy to assist you and answer any questions you might have.

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