When does an IRA charitable rollover donation make sense?
  • When you are age 70 ½ or older at the time you make your gift
  • When you have either a traditional or Roth IRA account
  • When you do not need to claim charitable gifts as itemized deductions—the gift from your IRA will not be available as an income tax charitable deduction but will instead reduce your taxable income
  • When your total IRA charitable rollover gifts in the year are less than $100,000
  • When you have not already taken your full RMD for the year in which you want to make your gift
If the conditions above are right for your situation, contact your IRA Administrative Manager for additional information. You will need to provide your IRA administrator with the following details in order to initiate the charitable rollover donation:
  • Legal Name: LWV of Washington Education Fund
  • The mailing address:
Cathy Liu Scott, Treasurer
LWV Education Fund
PO Box 1146
Everett, WA 98206-1146