Glossary Term Name
This is a placeholder for glossary term definitions.

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Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Gift Example)
You hold several retirement accounts but few stocks and bonds. You have just turned 70½, have sufficient income so you don't need your minimum required distribution (MRD) from your retirement plan, and taking the distribution will increase your income taxes.
For more information
Email us, complete the personal illustration form, or call us at 1-877-533-4483 so that we can assist you through every step of the process.
Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org
JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.
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