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IRA Charitable Rollover

If you are 70½ or older, an IRA charitable rollover is a way you can help support cancer immunotherapy research and receive tax and income benefits with Cancer Research Institute (FEIN: 13-1837442).

Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to CRI.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • May 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 deduction limits on charitable gifts
  • Help further the work and mission of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us at 1 (800) 99-CANCER or legacy@cancerresearch.org. We would be happy to assist you and answer any questions you might have.

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