IRA Charitable Rollover

Act Now! Save Taxes and Help the Garden Grow!

Make a Gift to Rancho Santa Ana Botanic Garden through your IRA

There is now an additional way to make a tax-efficient gift to Rancho Santa Ana Botanic Garden. Congress has passed legislation to extend the IRA Charitable Rollover for 2013.

Offered as part of the American Taxpayer Relief Act of 2012, the IRA Charitable Rollover allows individuals age 70 1/2 and older to make direct transfers totaling up to $100,000 per year to 501(c)(3) charities such as Rancho Santa Ana Botanic Garden, without counting the transfers as income for federal income tax purposes. The IRA Charitable Rollover is retroactive and includes gifts in 2012 and 2013.

To make a donation to Rancho Santa Ana Botanic Garden:

For the 2013 tax year make your gift by direct distribution from your IRA to Rancho Santa Ana Botanic Garden between January 1 and December 31, 2013. Please notify RSABG in writing, by email or by phone.

To qualify for the rollover:

  1. You must be at least 70-1/2 years of age when the gift is made.
  2. The gifts from the IRA cannot exceed $100,000 per person ($200,000 for a couple) in a given year.
  3. Gifts must be outright.
  4. No goods or services can be received in exchange.

To learn more about how you can convert your taxable IRA distribution and potentially reduce your taxes, contact the Development Office at (909) 625-8767 ext. 222 or email This email address is being protected from spambots. You need JavaScript enabled to view it. .

Individuals should consult with their legal and financial advisors before making an IRA gift to charity. The Rancho Santa Ana Botanic Garden Development and Business Offices cannot render tax or legal advice.