We recommend that you consult with your attorney or tax advisor for the various tax benefits and restrictions that may apply to your specific situation. We are available to you and your advisors to help arrange a gift to PBA; please call Elizabeth Spears, major gifts officer, at (678) 686-0308 or by email at firstname.lastname@example.org.
Atlanta Educational Telecommunications Collaborative, Inc.
Attn: Amanda La Kier
740 Bismark Road, NE
Atlanta, GA 30324
If you send a charitable IRA rollover gift, please let us know to watch for the gift and request that your IRA manager include your contact information with the check. Your IRA manager cannot identify your gift without your permission.
Helpful to Know
- The only benefits permissible from a charitable IRA rollover gift are those that would not reduce the tax deduction for which the donor would have otherwise qualified. At PBA, a charitable IRA rollover gift is allowed to count toward naming opportunities and toward recognition society membership such as the Cornerstone Society.
- There is no corresponding charitable tax deduction for rollover gifts because they are not counted as income.
- It is the donor’s responsibility to ensure that the donor’s IRA distributions comply with IRS rules.