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IRA Charitable Rollover Update

The Charitable IRA Rollover legislation that permitted individuals at least 70½ years old to make tax-free charitable distributions from IRAs expired on December 31, 2013.

In the past, Congress has renewed the law, occasionally retroactively. We will update this page as soon as we learn of any legislative changes with respect to the opportunity for 2014 and beyond. Stay tuned!

Meanwhile, the impact of income and estate taxes on your IRA still makes it a favorable asset to contribute to Diocese of Trenton through a beneficiary designation. Read more about giving through your retirement plan.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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The Catholic Diocese of Trenton, 701 Lawrenceville Road, Trenton, NJ 08648