Barbara retired after forty years as a teacher. She had volunteered for many years with her church. Since Barbara did not need the income, she decided to make a gift of $2,000 from her IRA towards her annual commitment to the church.
Barbara: My pension had benefited from the last stock market boom. I had more IRA income than I needed to cover my living expenses. I saw all of the good my church was doing through its ministries and outreach.
Barbara called the Diocese of Olympia Planned Giving Office and learned of a simple and easy method to make a gift to her church. Now that she was over age 70½, she had the option of rolling over up to $100,000 from her IRA to charity without paying any taxes.
Barbara called her IRA custodian and requested a transfer of her $2,000 required distribution from her IRA directly to her church.
Barbara: It was very easy to make an IRA charitable gift. The part I like best is that I could pay my annual pledge with my required distribution.
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your IRA gift benefits under federal rules may be different from this person, you may want to contact us to discuss an IRA gift.
The 2010 IRA charitable rollover passed the House and awaits Senate approval. It is not currently available. Because it is very likely to pass this year, we ask you to continue to plan for a potential IRA charitable rollover in the fall of 2010. To learn more click here.
For more information please select one of the following options:
1. If you would like to receive more information on the benefits of an IRA gift click here.
2. To learn more about making an IRA gift, you may print a brochure. Click Here.
Barbara retired after forty years as a teacher. She had volunteered for many years with her church. Since Barbara did not need the income, she decided to make a gift of $2,000 from her IRA towards her annual commitment to the church.
Barbara called the Diocese of Olympia Planned Giving Office and learned of a simple and easy method to make a gift to her church. Now that she was over age 70½, she had the option of rolling over up to $100,000 from her IRA to charity without paying any taxes. 
The 2010 IRA charitable rollover passed the House and awaits Senate approval. It is not currently available. Because it is very likely to pass this year, we ask you to continue to plan for a potential IRA charitable rollover in the fall of 2010. To learn more 
