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SME Education Foundation Giving Give Now Ways To Give IRA Rollover

IRA Rollover

If you are 70 ½ or older, you can use your qualified Individual Retirement Account (IRA) to donate up to $100,000 each year directly into the SME Education Foundation. The amount transferred is not taxed as income and may satisfy all or part of your required minimum distribution.

How to Make your IRA Rollover Gift

Before December 31 of this year:
  • Contact your IRA administrator
  • Ask that your distribution be a charitable rollover to the SME Education Foundation
  • Contact the SME Education Foundation to inform us of your intention to make a gift via IRA rollover

To ensure that we can promptly and accurately credit your gift, ask them to include your name, address and how you would like the gift allocated in the transfer.

To learn more, fill out the form below:

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