“IRA Rollover” Gifts for Donors Aged 70½ or Older

How It Works

1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to The CMA
2. Plan administrator makes transfer as directed to The CMA

Benefits

• Your gift is transferred directly to The CMA; since you do not receive the funds, they are not included in your gross income*
• Your gift will count towards your minimum distribution requirement
• You support the programs that are important to you at The CMA

*No income-tax deduction is allowed for the transfer.

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options