IRA Qualified Charitable Distribution 

Make a tax-free distribution from your IRA to help protect Greater Yellowstone. 

Want to take advantage of an efficient way to support the Greater Yellowstone Coalition’s crucial conservation work? If you are 70 ½ or older, you can give up to $100,000 each year from your traditional IRA directly to a qualified charity such as GYC.  

These gifts can be made without having to pay income taxes, making your donation go even further! Tax law no longer has an expiration date, so you are able to make annual gifts from your IRA to the Greater Yellowstone Coalition this year and every year.  

 

Benefits of Making an IRA Qualified Charitable Distribution

  • The gift is quite simple to arrange, making tax-free giving a breeze. 

  • The amount transferred from your IRA to the Greater Yellowstone Coalition is not added to taxable income. 

  • The gift can be outright, and the Greater Yellowstone Coalition can use it right away toward conservation projects and more. 

  • You can support the conservation efforts that matter to you for years to come.  

 

How to Make an IRA Qualified Charitable Distribution 

  1. Ensure you meet the following qualifications by checking out the IRS’s website.

  2. Reach out to GYC’s Individual Giving Manager Veronika Sieben at vsieben@greateyellowstone.org or (406) 556-2807 to learn more about how to give an IRA gift. 

  3. Seek the advice of your financial or legal advisor. If you are still working and contributing to an IRA, this gift could impact your taxable income. 

  4. Contact your IRA custodian about making a direct transfer to the Greater Yellowstone Coalition or have the custodian send a check directly from your account to us. To be tax free, the gift must go directly from your IRA to the Greater Yellowstone Coalition without passing through you as income. 

    • When you add the Greater Yellowstone as a recipient of your IRA gift, please use the following: 

    Legal name: Greater Yellowstone Coalition 

    Address: 215 South Wallace Avenue, Bozeman, MT 59715 

    Federal Tax ID number: 81-0414042 

Questions?

Reach out to GYC’s Individual Giving Manager Veronika Sieben at vsieben@greateyellowstone.org or (406) 556-2807 for any questions related to making an IRA qualified charitable distribution. We are here to help make this a simple process! 

Have You Already Made an IRA Qualified Charitable Distribution? Please Let Us Know. 

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