Jewish Endowment Foundation of Louisiana

Create a Jewish Legacy, Secure a Jewish Future

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Giving : IRA Charitable Rollover

IRA Charitable Rollover

Benefits of an IRA charitable rollover to JEF

  • Avoid taxes on transfers of up to $100,000 from your IRA to JEF.
  • 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 50% deduction limits on charitable gifts.
  • Give back to your favorite charities by establishing a Designated Fund.
    (Sorry, the IRS does not permit charitable IRA rollovers to donor-advised funds.)

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to JEF.
  2. Your IRA funds can be used to establish a Designated Fund to help your favorite causes and charities.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us to discuss your options.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact Bobby Garon or Debbie Berins at 504-524-4559. We would be happy to assist you and answer any questions you might have.

Giving

  • Give Now
  • Types of Funds
  • Create Your Jewish Legacy
  • How to Give
  • LOJE and PACE Funds
  • IRA Charitable Rollover
  • Donor Advised Fund Incentive
  • Home
  • About
    • Mission
    • Purpose
    • Staff
    • Officers, Board, Past Presidents
    • Awards
    • Year in Review
    • PAC
    • Letter of Determination
    • Annual 990
  • Giving
    • Give Now
    • Types of Funds
    • Create Your Jewish Legacy
    • LOJE and PACE Funds
    • How to Give
    • IRA Charitable Rollover
    • Donor Advised Fund Incentive
  • Legacy
    • What is Create A Jewish Legacy?
    • Partners
    • Why Create A Jewish Legacy?
    • How Do I Create A Jewish Legacy?
    • Giving Options
    • Make a Commitment
  • Grants
  • Youth & Camping
    • Goldring Jewish Summer Camp Experience
    • RoseMary and Saul Brooks Fund for Jewish Youth Engagement
  • Contact
  • Donate

Jewish Endowment Foundation of Louisiana

504-524-4559 phone · 504-524-4259 fax
Monday through Friday · 9:00 AM to 5:00 PM Central Time
jef@jefno.org

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