The IRA plan custodian should make the check payable to TAT and mail it to: On the form, specify the amount to be transferred to TAT, identify TAT by its full legal name, and include TAT’s tax ID no. The form may refer to the rollover by its technical name, “qualified charitable distribution,” or QCD. You can enjoy tax benefits and still support TAT even if you do not itemize your deductions.Ĭontact your IRA custodian to obtain the appropriate form to make an IRA charitable rollover. The funds you donate are not recognized as income for federal income tax purposes. If you have not already satisfied your RMD, you can satisfy all or part of that requirement and make a gift to TAT at the same time. Satisfy your Required Minimum Distribution (RMD). If you are 70 1/2 or older, you can make a Tax-Smart Gift to Support Truckers Against Trafficking with a “rollover” gift from your IRA directly to TAT. IRA ROLLOVER (QUALIFIED CHARITABLE DISTRIBUTION)
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