Qualified charitable distributions from your IRA

A tax-smart way to lower your taxable income while giving

If you are age 70½ or older, a qualified charitable distribution (QCD) lets you make a tax-efficient gift directly from your IRA to support children around the world through Plan International USA. QCDs can count toward satisfying your Required Minimum Distribution for the year.

Benefits

Reduce your taxable income, even if you don’t itemize deductions.
Count the gift toward your Required Minimum Distribution (RMD), if applicable.
Give directly from your IRA, at no additional cost to you.

How it works

Contact your IRA administrator to request a QCD.

Your IRA custodian will send the gift directly to Plan International USA.

Notify us using our QCD Notification Form.

Receive an acknowledgment of your QCD.

Questions? Contact:

Kimberly Urish, CFRE
Senior Manager of Leadership Giving
Phone: 401-562-8530
Email: [email protected]

QCD Notification Form

Donor Information

Please provide contact information for the Qualified Charitable Distribution (QCD) process. If you are a financial advisor filling out this form on a behalf of a client, please indicate in the section below.

Name of Donor(Required)

First Last

What is your full legal name?

Preferred Name

What is your preferred name?

Email Address(Required)

What is your email address?

Phone Number(Required)

What is your phone number?

Address(Required)

Street Address Address Line 2 City State ZIP Code

What is your mailing address?

Are you a financial advisor acting on behalf of a client?(Required)

Yes. I am a financial advisor completing this form on behalf of a client

No. I am the donor and completing this form myself.

Name: Financial Advisor(Required)

First Last

Email Address: Financial Advisor(Required)

Enter Email Confirm Email

Phone Number: Financial Advisor(Required)

Country Phone Number

Which custodian is your traditional IRA with(Required)

Confirm you meet eligibility requirements*(Required)

Yes, I am 70½ or older and am making this gift from a traditional IRA

No, I do not meet eligibility requirements

Please confirm you (or your client) are 70½ or older and am making this gift from a traditional IRA.

Optional: Estimate your Required Minimum Distribution

If you're required to take an RMD this year, your QCD can count toward it. Whether — and how much — you're required to withdraw depends on your age and account type. Learn more about RMD age requirements: https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs

How much would you like to donate from your IRA?(Required)

The IRS allows up to $111,000 in QCD donations from an IRA. Any amount above this limit will not qualify as a tax-free QCD. Contributions you make to your IRA after you turn 70½ may reduce the amount you are allowed to claim as a QCD. Please contact your IRA financial institution or your tax preparer for more information.

What is the estimated date the gift will be made?(Required)

If you are not sure when you will make your gift, please provide your closest date approximation. This helps us correctly locate and verify your gift so that we can provide you with a tax acknowledgment letter.

Optional Information: What motivated your gift today?

Every donor's situation is unique. Whether you're exploring options or already have plans in place, we're happy to answer your questions, without obligation.

Plan International USA Inc. is a 501(c)(3) public charity. EIN: 13-5661832.