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Ways to Give

DONATE A GIFT FROM YOUR IRA—QUALIFIED CHARITABLE DISTRIBUTION

When you take a distribution from your Individual Retirement Account (IRA), you might owe taxes on it. If money from your IRA is donated directly to a qualified charity like Heart to Heart International, you might save on taxes, and you will help provide access to healthcare for people in need around the world.

This kind of donation is called a “qualified charitable distribution” (QCD) and can be used to satisfy all or part of your required minimum distribution (RMD) from your IRA. If you are required to take a distribution but don’t need the money for living expenses, consider reducing your taxes and helping improve the lives of people who rely on HHI for medicines, medical care and medical supplies.

Even if you aren’t required to take an RMD yet, you might still be able to use your IRA to contribute to HHI. Talk to your IRA custodian, financial advisor, accountant, or lawyer to find out whether a QCD is right for you.

This information is offered to help you understand some of your options for making a charitable gift to HHI. Only a lawyer or tax professional can give you tax advice.

To make a QCD, contact your financial institution or go to its website for instructions on how to request the distribution.

You may have the option to instruct your financial institution either to send a check directly to HHI or to your address. It is common for financial institutions to send a check without adequately identifying the donor, even if you explicitly instruct them to do so. Please notify us that you will be making a QCD donation from your IRA so we can make sure we properly recognize your gift and send you a receipt in a timely manner. Notify us by sending an email to tracy.miller@hearttoheart.org or calling 913-320-6142.

If you choose to have the check sent to your address, it must be made payable to Heart to Heart International to get the tax benefit of the charitable distribution. Do not deposit the check—simply take the check they send you and mail it in a new envelope with a note that includes your name, your address, and your email address if you wish to provide it.

Mail to:
Heart to Heart International
11550 Renner Blvd.
Lenexa, KS 66219

Ways to Give

Donate Stock or Assets

When you donate to a 501(c)(3) organization, most of your donations are tax-deductible, which makes your donation both generous and a good financial decision.

What can you give? Required minimum distribution from IRA/annuity, real estate, personal property, donate publicly traded stock, securities, or other appreciated assets.

Click to print a stock transfer form

Assuming your stock is held in street name in a brokerage account, in the right column is the transfer information your broker will want from you.

Once your stocks are received, you will receive a confirmation by USPS of your gift within 2-3 weeks. If you have NOT received acknowledgment by then, please contact Tracy Miller at (913) 320-6142 or tracy.miller@hearttoheart.org.