Image
Senior basset hound rolling over on her back, encouraging you to consider a charitable IRA rollover

Sit. Stay. Roll over your IRA.

Turn your life savings into lifesaving

If you make a contribution to Best Friends Animal Society through your individual retirement account (IRA), you'll be saving the lives of homeless pets and you'll get great benefits, too!

A charitable IRA rollover is a wonderful option for people 70½ and older. That's because it allows you to make a gift to the animals - from $100 to $100,000 - and the distribution won't count as taxable income. An IRA rollover is also a great option if you don't normally itemize your charitable deductions. Check out the answers to the frequently asked questions below to see if an IRA rollover is right for you.

What's a charitable IRA rollover?

A charitable IRA rollover is a direct contribution made from your traditional or Roth IRA to a public charity like Best Friends. Your contribution is excluded from your taxable income and can't exceed $100,000 per year.

Who benefits most from an IRA rollover?

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.

Is my IRA rollover gift deductible?

No. The gift from your IRA would be excluded from your income, so there are no additional deductions.

How does my IRA rollover help the animals?

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!

To learn more about an IRA rollover, please contact plannedgiving@bestfriends.org or 435-359-9227.

Start a conversation

Gift notification form