IRA Charitable Rollover

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  • IRA Account

How it works:

  1. Instruct your IRA custodian to distribute assets directly to Berkeley.
  2. Your IRA distribution to Berkeley is tax-free.

TAX CODE REQUIREMENTS:

  • You must be 70 ½ at time of distribution.
  • Distribution cannot exceed $100,000 per year.
  • Distribution must come directly from IRA custodian.
  • Flexibility

  • Tax-Free

How you Benefit:

  • Your distribution is tax-free.
  • You can satisfy all or part of your required minimum distribution.
  • You can satisfy outstanding pledges with an IRA distribution.
For more in-depth information, please call one of our experts at 800-200-0575.