IRA Rollover or Qualified Charitable Donation (QCD)

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IRA Rollover or Qualified Charitable Donation (QCD)

Nathan LaChine

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If you are 70 ½ years or older you may be eligible to make a gift via a qualified charitable donation (QCD) from an IRA. A qualified charitable distribution (QCD) is a type of IRA rollover that allows IRA owners to donate funds to charity while excluding them from their taxable income:

  • Eligibility: To be eligible for a QCD, you must be at least 70.5 years old.
  • Amount: You can donate up to $105,000 per year to one or more charities.
  • Tax benefits: QCDs are tax-free and count toward your required minimum distribution (RMD) if you are at least 73 years old.
  • How it works: The funds are sent directly from your IRA custodian to the charity, without passing through your hands.
 
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