​If you’re 70½ or older and have an IRA, you likely know that you are required to transfer a percentage of your IRA each year (the “Required Minimum Distribution” or RMD).  Did you know that you can turn your RMD into a charitable gift by transferring it directly to the Veterinary Initiative for Endangered Wildlife? That way, it will not be taxed and will qualify toward your required minimum distribution. This is a win for you, as well as for the wildlife we help to protect.  Simply contact your IRA administrator to request that a charitable distribution be transferred to the Veterinary Initiative for Endangered Wildlife. (Tax I.D. #46-1233603 and mailing address 1627 W. Main St #445 Bozeman, MT 59715)

​

Benefits

• Avoid federal and, in many cases, state income taxes

• Satisfy your required minimum distribution

• Provide critical support to Veterinary Initiative for Endangered Wildlife

• Designate your gift to support the program or department that is most meaningful to you​

​

Guidelines for charitable IRA rollover gifts

• You must be at least 72 years of age when the gift is made.

• Transfers from traditional IRAs or Roth IRAs are eligible.

• Transfers must be made directly by the IRA administrator to Veterinary Initiative for Endangered Wildlife.

• A maximum of $100,000 per taxpayer, per year, qualifies for the tax-free status.

• IRA rollover gifts can be used to pay a pledge.

• Contributions for life income gifts, such as charitable gift annuities or charitable remainder trusts, do not qualify.

• Transfers must be made by December 31 to qualify for the current tax year.​

​

Steps to make a Charitable IRA Rollover gift to VIEW

• Contact your IRA administrator to request that a charitable distribution be transferred to Veterinary Initiative for Endangered Wildlife.

• To ensure your gift is properly recognized, instruct your IRA administrator to indicate the donor’s name on the check and specify the gift is a charitable IRA distribution.