This planned giving option allows you to make a gift to the animals without it counting as taxable income.

A charitable individual retirement account (IRA) rollover is a wonderful option for people 70 ½ and older. That's because it allows you to make a gift to the animals — from $100 to $100,000 — without the distribution counting as taxable income. 

This giving option is a direct contribution made from your traditional or Roth IRA to a public charity like Best Friends, and it is a great option if you don't normally itemize your charitable deductions.

Gift icon with dollar sign

Gifts through your IRA are a flexible way to give

Your contribution to Best Friends Animal Society through your individual retirement account saves lives and comes with great benefits for you.

Those with significant assets in an IRA or those who don't deduct charitable gifts benefit the most from an IRA rollover. Charitable IRA rollover distributions count toward required minimum distributions. 

Your IRA may be used as a convenient, tax-free way to make gifts up to $100,000 per year to Best Friends Animal Society or other qualified charitable organizations, while satisfying IRA required minimum distributions. 

Every gift, no matter how large or small, helps save the lives of homeless pets. When you make a contribution to Best Friends from your IRA, you'll be supporting lifesaving adoption programs, no-kill initiatives, and more. You'll be helping to Save Them All.

Making a gift through your individual retirement account

Interested in making a gift through your IRA? Our team is here to help.

Please talk with your tax adviser or other financial professionals to determine whether an IRA charitable rollover could benefit you. 

Here are some key features of a qualified charitable distribution:

  • You must be at least 70 ½ years old.  
  • You may transfer up to $100,000 per year directly from your traditional or Roth IRA to Best Friends or other qualified charitable organizations.  
  • Married couples can each gift up to $100,000 per year from their IRA if they each meet the requirements above. 
  • You may not receive any goods or services in return for your IRA rollover gift.  
  • New legislation effective in 2023 makes it possible to use qualified charitable distributions to fund life-income gifts like charitable gift annuities and charitable remainder trusts.   

Legal name: Best Friends Animal Society   
Tax ID number: 23-7147797   
Address: 5001 Angel Canyon Road, Kanab, UT 84741

Please notify us when you request an IRA charitable rollover gift so that your gift can be matched to you when it arrives. It is helpful to let us know the financial institution that will be issuing the check and a contribution amount. Many financial institutions do not include the donor name on the check. 

Consult with your tax adviser or other financial professional to determine whether an IRA charitable rollover could benefit you. In addition, please feel free to contact a member of the Best Friends Animal Society planned giving team at 435-359-9227 or plannedgiving@bestfriends.org.

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Ready to make a gift?

We have a planned giving advisor ready to help you create a gift that works best for you.

Leave a lifesaving legacy

Planning your gift today will make a difference for the animals for years to come, making you a Forever Friend.