Roll over your IRA to help homeless pets
An IRA charitable rollover gift is a convenient, tax-free way to make gifts of up to $100,000 per year to Best Friends Animal Society and satisfy IRA required minimum distributions at the same time.
To make an IRA charitable rollover gift:
- You must be 70½ years of age or older.
- You may transfer up to $100,000 per year directly from your IRA to Best Friends.
- You may not receive any goods or services in return for your IRA rollover gift. This includes funding a lifetime income arrangement such as a charitable gift annuity or charitable remainder trust.
- Married couples can each give up to $100,000 per year from their IRA if they each meet the requirements above.
STEP 1: Provide your tax advisor or financial professional with the following information
Legal name: Best Friends Animal Society
Tax ID number: 23-7147797
Address: 5001 Angel Canyon Road, Kanab, UT 84741
STEP 2: Please notify us
When you make an IRA charitable rollover gift to Best Friends, many financial institutions do not include the donor name on the check. We want to ensure that your gift is credited to you when it arrives, so please let us know.
Questions? Please contact a member of the Best Friends team at 435-359-9227, option 1, or firstname.lastname@example.org.
Thank you for making an IRA charitable rollover gift and for all that you do for homeless pets.