IRA Charitable Rollover

You can make a difference to a family right here in St. Louis by making a gift from your traditional or Roth IRA. A charitable rollover to Midtown offers tax savings for you, counts toward your required minimum distribution (RMD) for the year, and positively impacts our community!

If you are 70 ½ are older, you are eligible to receive the benefits of an IRA rollover and fulfill your charitable goals. Requesting a rollover is simple.

  1. Contact your IRA plan administrator to make a qualified charitable distribution from your traditional or Roth IRA to Midtown Neighborhood Opportunities Corporation. Your administrator is invited to contact us at 314.534.1180 or admin@midtownstl.org with any questions they have.

  2. Funds can be transferred to Midtown via an electronic funds transfer or by check. Be sure to request that distributions are made directly to the organization as opposed to you to avoid any tax liabilities

  3. Your donation will immediately go to work helping kids, families, and seniors through our variety of multigenerational programming!

Please be aware that IRA rollover gifts do not qualify for charitable deductions and donors may not retain any benefits in exchange for the gift.

If you have any questions on giving to Midtown through your IRA, contact us anytime at admin@midtownstl.org. For full complete rules and limitations, please reach out to your IRA plan administrator or financial planner.

DISCLAIMER: This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. No warranty or representation, express or implied, is made by Midtown Community Services, nor does Midtown accept any liability with respect to the information provided on our website. You should consult with your professional advisor(s) prior to acting on the information provided.