Planned Giving

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Make a Gift From My IRA

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Give From Your IRA

You can reduce your taxable income by making a gift directly from your IRA. It's easy.

Individuals age 70½ and older may make gifts directly from their IRA to a qualified charity. Individuals aged 73 and older must take "required minimum distributions" or RMDs from their IRA each year. You can transfer up to $105,000 per year directly to charity and it may satisfy your required minimum distribution.

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

Benefits of Giving from your IRA

  • Avoid taxes on transfers up to $105,000 from your IRA to Oakland Symphony
  • May satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift not subject to the deduction limits on charitable gifts
  • Help further the work of Oakland Symphony

How to Give from your IRA

  1. Contact your IRA account holder and ask them to make a gift from your IRA to Oakland Symphony
  2. Your IRA funds will be transferred directly to us
  3. Please note your IRA gift will not qualify for a charitable deduction, but you will not pay tax on the amount given directly to us
  4. Please contact us to let us know your gift is on its way

Gifts from your IRA

If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use our "Make a Gift From My IRA" tool to contact your IRA account holder and make a qualified charitable distribution. We will acknowledge your generous gift as a qualified charitable distribution, which may satisfy your RMD, if applicable.

Contact us

If you have questions about giving from your IRA, please contact us.

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