Qualified Charitable Distribution (QCD) or “IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to WCS
  2. Plan administrator makes transfer as directed to WCS

Benefits

  • Your gift is transferred directly to WCS; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement, which, under the 2019 SECURE Act, begins at the age of 72
  • You support the programs that are important to you at WCS

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

Emily Hirshbein
Director, Planned Giving

Matthew Del Greco
Senior Associate


Federal Tax ID Number: 13-1740011

 

Phone: 718 220 6894
Email: plannedgiving@wcs.org

2300 Southern Boulevard
Bronx, NY 10460

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