Planned gifts, such as bequests and charitable gift annuities, are an advantageous way to provide a meaningful future gift to MorseLife. By including MorseLife in your estate plan; you continue your charitable commitment beyond your lifetime made through a variety of planned giving arrangements that will benefit future generations of seniors.

For more information please call Irv Geffen at 561-209-6154 or click the button below.

IRA Charitable Rollover

Individuals who are age 701/2 or older can make gifts of up to $100,000 to one or more qualified charities directly from their IRA accounts, without paying federal income tax on the withdrawal. Donors who wish to make a gift to benefit our seniors – or who are fulfilling an existing pledge – may want to make a qualified charitable distribution. Here are the details:

  • Donors must be age 701/2 or older at the time the gift is made.
  • Each donor may give up to $100,000 per year.
  • Gifts can be used to satisfy the donor’s required minimum distribution.
  • To qualify for tax-free treatment, donors cannot receive goods, services, or a personal benefit (such as tickets for events) in return for the IRA rollover gift.

Contact MorseLife Foundation at 561.209.6154 or click the button below to let us know how the gift should be used, or if you have any questions about giving from an IRA.