Using your community foundation to donate money from an Individual retirement account (IRA) can help you and assist in reaching your charitable giving goals. Contact us for more information….(read more)

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IRA Rollover through the Crawford Heritage Community Foundation

For individuals who have been diligently saving for their retirement through Individual Retirement Accounts (IRAs), the process of managing and distributing these funds can often be a complex and confusing task. Fortunately, the Crawford Heritage Community Foundation is here to help individuals navigate this process and make the most of their retirement savings through IRA rollovers.

An IRA rollover is the process of transferring funds from one retirement account to another, typically from an employer-sponsored plan to an individual IRA. This can be a valuable strategy for individuals who are looking to consolidate multiple retirement accounts, access more investment options, or simply seek greater control over their retirement savings.

At the Crawford Heritage Community Foundation, we understand the importance of effective retirement planning and the significant role that IRAs play in securing a comfortable retirement. Our team of financial experts is dedicated to providing personalized guidance and support to individuals looking to execute a seamless IRA rollover.

One of the key advantages of working with the Crawford Heritage Community Foundation for an IRA rollover is our focus on maximizing the impact of retirement savings through philanthropy. By rolling over funds from a traditional IRA to a charitable IRA, individuals can benefit from tax advantages and support their favorite charitable causes.

Through a charitable IRA rollover, individuals aged 70½ or older can transfer up to $100,000 annually from their IRA directly to a qualified charitable organization, such as the Crawford Heritage Community Foundation, without incurring income tax on the distribution. This provides a tax-efficient way for individuals to support philanthropic causes that are dear to their hearts while also fulfilling their required minimum distribution (RMD) obligations.

The Crawford Heritage Community Foundation serves as a trusted partner for individuals seeking to align their retirement planning goals with their charitable giving objectives. Our team works closely with donors to customize a charitable IRA rollover plan that reflects their unique philanthropic interests and financial needs.

In addition to the tax benefits associated with a charitable IRA rollover, individuals can also enjoy the satisfaction of making a meaningful impact in their local community. The Crawford Heritage Community Foundation supports a wide range of charitable causes, including education, health and wellness, arts and culture, environmental conservation, and more. Donors can take pride in knowing that their retirement savings are making a tangible difference in the lives of those in need.

Whether you are considering an IRA rollover for consolidation, diversification, or philanthropic purposes, the Crawford Heritage Community Foundation is here to guide you through every step of the process. Our team is committed to providing clarity and expertise to make your IRA rollover experience a smooth and rewarding one.

To learn more about IRA rollovers through the Crawford Heritage Community Foundation or to explore the potential impact of charitable giving through retirement savings, we encourage individuals to reach out to our team for a personalized consultation. We are excited to help you leverage your retirement savings to create a lasting legacy of generosity and compassion.