The Pension Protection Act of 2006 made the IRA Charitable Rollover permanent law, allowing taxpayers age 70 ½ or older to transfer up to $100,000 annually from their IRA accounts directly to charity without first having to recognize the distribution as income. See the Forum's position and resources on this issue.
IRA Charitable Rollover
Sample communications from regional philanthropy networks and their grantmaker members to Members of Congress encouraging an end to the prohibition for Donor Advised Funds in the IRA Charitable Rollover.
Sample materials from regional associations developed to engage their members in policy issues. Materials range from webinar invites to one-pager info sheets covering topics such as the Charitable IRA Rollover, education reform, and mental health reform.
Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector.
Topics in the latest update include the Forum's annual conference, new UBIT legislation, the CHARITY Act, Census 2020 appropriations, and research on charitable giving messaging.
More than 250 philanthropy leaders from across the nation are gathering on Capitol Hill starting today to urge lawmakers to value and strengthen charitable giving in America.