The Erie Community Foundation

Charitable IRA Information

In 2010 and 2011, individuals age 70 1/2 and older can transfer up to $100,000 per year from individual retirement accounts (IRAs) to charity -- without incurring federal income taxes today or estate and income taxes in the future.

IRA transfers to the Erie Community Foundation address a broad range of current and future needs. Your Erie Community Foundation evaluates all aspects of community well-being -- arts and culture, community development, education, environment, health and human services -- and awards strategic grants to select projects and programs.

As a professional advisor, you can help your clients make a difference with their Charitable IRAs. Below is informational material on Charitable IRAs. If you have further questions, please contact Mike Batchelor at 454-0843.

  • Charitable IRA Information
  • Charitable IRA Worksheet
  • Ideas for Giving page 1
  • Ideas for Giving page 2
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