Invest
How do I make a Qualified Charitable Distribution (QCD) from my IRA?
If you are age 70 ½ or older, you can make a qualified charitable distribution of up to $105,000 from your IRA by following this simple process:
- Complete the form below to notify Community Partners you are interested in this type of gift.
- Either visit your IRA online account or contact your IRA administrator to initiate the transfer or request from your custodian to distribute a qualified charitable distribution payable to the Buffalo County Community Partners, Po Box 1466 Kearney NE 68848.
- Your IRA administrator will disburse funds and mail them directly to the Buffalo County Community Partners.
- Your gift will be considered complete on the date the funds leave your account. If funds are transferred electronically, it is complete on the date the funds are received at the foundation.
- If you seek to complete a QCD for the current tax year near the end of the year, be sure to give your IRA administrator plenty of notice, as it may take them several days to complete.
Planned giving is a way for individuals like you to support our mission in a meaningful, long-term way, often through a bequest, charitable trust, or other types of gifts that are arranged now but given in the future. These gifts can be structured to fit your personal financial situation, and they often come with tax benefits and the opportunity to fulfill your charitable wishes in a way that works best for you.
Some common examples of planned gifts include:
Bequests: Including Buffalo County Community Partners in your will or trust, directing a portion of your estate to us after your lifetime.
Charitable Remainder Trusts: Creating a trust that provides you with income for life and leaves the remaining assets to us after your passing.
Retirement Accounts or Life Insurance: Naming Buffalo County Community Partners as a beneficiary of your retirement plan or life insurance policy.
Planned gifts allow you to leave a powerful legacy that will continue to support Buffalo County Community Partners and align with the legacy you wish to leave for your community. Your commitment today will help ensure a vision for health and well-being for your communities’ children’s children to thrive.
If you’re interested in learning more about planned giving options, our CEO and board members would be happy to meet with you and discuss how your of gifts honor your legacy and help ensure your community’s legacy by investing in an organization to leading the vision for a better future for children, families and adults to thrive.