This new legislation allows you to make lifetime gifts from your IRA to Xavier without claiming it as taxable income or using it as a charitable tax deduction—effectively making it tax-neutral. Plus, these gifts count toward minimum required distributions.
The office of estate and planned giving encourages you to consult with your professional financial advisor before making this or any significant charitable contribution.
For more information on how you can take advantage of this opportunity, call 513 745-3409 or toll free at 800 344-4698, ext. 3409.