For your donation of Donor Advised Funds allocation please contact your financial manager and let us know by using this form. Thank you very much.
Retirement-plan assets include individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans and are one of the most beneficial ways for donors to make a gift and bypass multiple levels of taxation.
If you are 70 1/2 or older and own an IRA, a qualified charitable distribution (QCD) is a simple and tax-efficient way to make a gift to SRF. You may transfer as much as $105,000 directly each year, tax-free. Please visit the IRS website for additional useful information on QCDs.
your donation, please contact your financial manager and let us know by using this form above. Thank you very much.