IRA Charitable Rollover

If you are age 70½ or older, you can make a tax-smart gift to DVFriends directly from your IRA. If you don't need all of your IRA income for living expenses, a qualified charitable distribution can help satisfy your required minimum distribution while avoiding income tax on the amount you give. You may give up to $100,000 annually.

To make a gift, contact your IRA plan administrator. The funds must be transferred directly from your IRA to DVFriends. This option is available only for IRAs; other retirement plans do not qualify. Ask your plan administrator to make the check payable to Delaware Valley Friends School and send it to: 

DVFriends

Attn: Dept. of Philanthropy

19 E. Central Ave.

Paoli, PA 19301

Questions about IRA rollover? 

Rachel Loeper, Director of Philanthropy

Email: [email protected]

Phone: 610-640-4150, ext. 2152

Stephanie Speakman, Development Operations Manager

Email: [email protected]

Phone: 610-640-4150, ext. 2151