IRA Rollover Opportunities

Helping You Increase Your Income and Giving While Impacting Student Success at Fresno Pacific University

The SECURE ACT 2.0 has created a new opportunity for those 70½ and older to roll over a traditional IRA (up to $53,000 in 2024) into a charitable gift annuity, a standard unitrust or an annuity trust.

Now is an excellent time to consider a planned gift with Fresno Pacific University Foundation—and the Secure 2.0 Act provides an attractive way to do so with a tax-free distribution from your IRA.

A couple of retirees smiling

BENEFITS OF A CHARITABLE GIFT ANNUITY

  • Lifetime income and financial security
  • Make a significant charitable impact while reducing your taxes
  • Maximum allowable distribution amount of $53,000 in 2024
  • Attractive payment rates of 5% or greater 
  • Fulfill your philanthropic objectives while advancing Christ’s work at FPU

The Fresno Pacific University Foundation can help you use tax breaks and maximize retirement income while leaving a blessing to Christian higher education.