Creative Solutions for Major & Planned Gifts
Crescendo Interactive offers an integrated marketing system that helps you reach your fundraising goals, builds donor relationships, and closes major and planned gifts. We are the industry leader in gift planning marketing for nonprofits.
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IRA to Gift Annuity Rollover
You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
Benefits of an IRA to gift annuity rollover
- Reduce your taxes with a one-time transfer of up to $55,000 from your IRA to a Gift Annuity
- Receive lifetime fixed payments for you and, if you choose, for your spouse
- Potentially reduce your required minimum distribution (RMD) this year
- Help further the work and mission of Crescendo Interactive
How an IRA rollover to gift annuity works
- Contact us about creating an IRA rollover to gift annuity with Crescendo Interactive.
- Contact your IRA plan administrator to make a one-time qualified charitable distribution (QCD) of up to $55,000 from your IRA to Crescendo Interactive.
- We will use your IRA gift to fund your gift annuity payments.
- Please note that IRA gifts do not qualify for a charitable deduction.
- After you receive payments for life, there will be a future gift to us.
- Please contact us if you wish your future gift to be used for a specific purpose.
Contact us
If you have any questions about an IRA rollover to a gift annuity, please contact us. We would be happy to assist you and answer any questions you might have.
Would you like to learn more about our services?
Please contact us for a free demonstration