Wednesday, January 12, 2011

Planning - IRA Charitable Rollover Extension

As mentioned today in The Weekly Genealogist (the e-newsletter of the New England Historic Genealogical Society), recent changes to the charitable giving rules for IRAs can help benefit your genealogical society.

And did you know that a donor can make an IRA Rollover gift during the month of January 2011 and still qualify for the 2010 year deadline? In addition these gifts count towards the minimum IRA distribution requirements for IRA account holders.

Any genealogical society with planned giving programs should be getting to word out to its members and potential donors about these rules changes. You can read more about the exact rules and procedures here at

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