The 2010 IRA charitable rollover passed the House and awaits Senate approval. It is not currently available. Because it is very likely to pass this year, we ask you to continue to plan for a potential IRA charitable rollover in the fall of 2010. To learn more
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Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. So Tom decided to begin making gifts of $100,000 annually from his IRA to Lutheran Social Services.
Tom had been involved in many charitable causes and had thought about making a gift to Lutheran Social Services. Tom met with our gift planner to discuss his estate planning and charitable goals. 