Before you make your IRA withdrawals uncover how both YOU and Wells of Life can benefit from the IRA charitable rollover. The IRA charitable rollover is back, and this time it’s permanent!

Making Donations to Wells of Life, Inc. directly from your IRA can:

  1. Be an easy and convenient way to make a gift from one of your major assets;
  2. Be excluded from your gross income; a tax-free rollover;
  3. Count toward your required minimum distribution.

For your gift to qualify for benefits under the extension:

  1. You must be 70 ½ years or older at the time of the gift;
  2. The transfer must go directly from your IRA to Wells of Life;
  3. Your total IRA gift(s) cannot exceed $100,000 each year;
  4. Your gift must be outright.

If you are interested in more information on how this works or have any questions about how to make a donation of an IRA Distribution to Wells of Life, please contact:

 

Matthew McKinney
Moler Capital Management, LLC
(949) 748-3993
This email address is being protected from spambots. You need JavaScript enabled to view it.
Fax: (949) 748-3995

Our Address

Wells of Life, Inc.
24800 Chrisanta Drive, Suite 200
Mission Viejo, CA 92691

Our Tax ID: 45-1496631

From the blog

Contact Us

Wells of Life, Inc.
24800 Chrisanta Drive, Suite 200
Mission Viejo, CA 92691

1-855-935-5763

EMAIL US

Nick Jordan - Executive Director
nick@wellsoflife.org

Michael Olson - Operations Manager
mike@wellsoflife.org