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IRA Rollovers
Support HealthTree and become a Cure Contributor to our important mission through an IRA Rollover Gift.
If you're 70½ years or older, you can make a tax-free gift to HealthTree Foundation directly
from your Individual Retirement Account (IRA). This is called an IRA rollover gift or
qualified charitable distribution (QCD).
An IRA rollover gift is an excellent way to make a meaningful impact while enjoying tax benefits.
Here's how it works:
Benefits of an IRA Rollover Gift
Avoid paying income tax on IRA withdrawals up to $105,000 per year
Satisfy your annual required minimum distribution (RMD)
Reduce your taxable income
Make a difference for blood cancer patients with a gift that costs you nothing
Let us know if you have included us in your plans so we can ensure your gift is used as you intend and invite you to our Legacy Society.
How to make an IRA Rollover Gift
Contact Plan Administrator
Contact your IRA Plan Administrator and request a direct transfer of funds from your IRA to HealthTree Foundation. Provide them with our tax ID: 45-5354811.
Specify Amount
Specify the amount you’d like to transfer, up to $105,000 for the tax year.
Make Transfer
Instruct your IRA Plan Administrator to make the transfer directly to HealthTree (Add HT’s payment instructions/address)
It's important that you have the funds directly transferred from your IRA plan to HealthTree. Funds withdrawn first and then contributed don't qualify for the tax benefits.
Need Assistance?
Our gift planning team is happy to assist you with making an IRA rollover gift. Contact Laura Gilman in our gift planning office with any questions, click on “Contact our financial advisor” to send her an email.
Contact our financial Advisor
Thank you.
Your generous support through an IRA rollover helps us to unite patients and researchers
through cutting-edge technology so they can work together to discover lifesaving treatments
for blood cancers.
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HealthTree Foundation is a qualified 501(c)(3) tax-exempt organization.
Copyright © 2024 HealthTree Foundation. All rights reserved.
Tax ID 45-5354811