IRA Charitable Rollover

Taxpayers aged 70.5 years and older are required to make taxed annual distributions from their IRA’s(Individual Retirement Accounts).  This year, you can make that gift to Germantown Academy, at a TAX SAVINGS TO YOU!  

 

by the numbers...

  
· First enacted in 2006 as part of the Pension Protection Act, reinstated for this year
  
· Taxpayers age 70.5 and older must make annual distributions from their IRAs which are then included in their taxed Adjusted Gross Income (AGI)
  
· In 2011, those donors can make gifts to Germantown Academy from their traditional IRA's or Roth IRA (other retirement plans are ineligible) without counting them as part of their AGI
  
· IRA Rollover contributions can be made up to $100,000
  

· Your contribution can change the nature of a Germantown Academy education by providing: educational opportunities for 1,083 students in three divisions; support and compensation for 250 full-time faculty and staff; essential interactions by maintaining an average 8:1 student to faculty ratio; 18 performing arts programs; 26 interscholastic athletics programs; more than 50 student clubs; 19 Advanced Placement courses; care for a 126 acre campus.

  
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For more information, contact Martin Dean, Associate Director of Institutional Advancement, today at 267-405-7458 or email mdean@germantownacademy.org.