Home » In Philanthropy » IRA Charitable Rollover Survey Fact Sheet

IRA Charitable Rollover Survey Fact Sheet

Post date: 
March 29th, 2015
Article Type: 
External News Article

A recent national survey conducted by the Center on Nonprofits and Philanthropy at the Urban Institute on community foundations and IRA gifts provided some key insights on the IRA Charitable Rollover:

  • It is a middle class giving tool,
  • The majority of IRA gifts are under $25,000, and
  • Community foundations have lost or had gifts reduced as a result of the uncertainty of the tax extenders being renewed.
Link to article: 

133 Federal Street, Suite 802 | Boston, MA 02110
Phone: 617.426.2606 | Fax: 617.426.2849
© 2018 Philanthropy Massachusetts