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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further the school's mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to Saint James
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of Saint James School

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to Saint James to help continue the school's important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

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