Charitable IRA Rollover Information
Please note, individual financial circumstances will vary. The information on this site is meant as general information and does not represent legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only.
For an example of a letter of instructions to an IRA plan administrator, click here. Should you make a gift to McLeod Health Foundation through an IRA transfer, please contact us as the plan administrator may not identify the donor and we would not be able to provide you with the necessary tax documentation for your gift.
For more information or a confidential discussion of your charitable options, please email or call the Development Officer, Roxanna Tinsley, at (843) 777-2694.