All boarding, grades 9-12 in Alexandria, Virginia

The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to Episcopal High School using your qualified retirement plan.  This gift may also satisfy your required minimum distribution (RMD).

How Do I Qualify?

  • You must be 70 ½ years old or older at the time of the gift.
  • Gifts must go directly from your IRA to Episcopal High School.
  • Gifts must come from a traditional IRA or Roth IRA account.
  • Gifts cannot exceed $100,000 per donor.

Benefits of an IRA Charitable Rollover Gift

  • Gifts can satisfy your RMD without increasing your income taxes.
  • You will not pay taxes on your IRA withdrawal when gifted to Episcopal High School.
  • You may direct your gift to a program or area of your choice. 
  • It is a wonderful way to create an immediate impact on Episcopal High School.

The Office of Gift Planning can provide you with a letter to send to your IRA administrator to make an IRA charitable rollover. 

 

Episcopal High School Since 1839
1200 North Quaker Lane Alexandria, Virginia 22302 | 703-933-3000