WAYS TO GIVE

IRA Investments

A meaningful option for supporting Heart for Lebanon’s mission while thoughtfully aligning personal planning with long-term impact and faithful stewardship.

How to Give Through Your IRA

If you are 70½ or older, you can invest your required minimum distribution (or any amount up to $111,000) from your IRA as a tax-free rollover gift. Many investors to Heart for Lebanon also give from their IRA at their passing, designating Heart for Lebanon as a beneficiary; such gifts avoid income and death taxes.

To receive more information about giving non-cash assets to make God’s love visible in Lebanon through the ministry of Heart for Lebanon please contact us by clicking here.

Qualified Charitable Distribution

REQUIREMENTS:
  • You can give to charity from your IRA without any federal tax liability, as long as the gifts are qualified charitable distributions (QCDs). Distributions qualify for all or part of an IRA owner's required minimum distribution (RMD) for anyone 73 or older.
  • IRA holders must be age 70 1/2 or older at the time of the gift.
  • Give up to $111,000 per year as a single person or $222,000 per year as a married couple from separate accounts.
  • Gifts must be outright gifts made directly to a charitable organization.
  • Distributions to donor-advised funds, charitable trusts, or charitable gift annuities are not permissible.
  • Distributions may be made from IRAs, including a traditional IRA, inherited IRA, SEP IRA (inactive), or simple IRA (inactive). Other retirement accounts are not eligible.

Ready to Get Started?

We can help you connect to one of our financial advisors so that you can be a wise steward of God’s resources. You can leave a legacy of generosity and make the Gospel available for years to come.
We can help you connect to one of our financial advisors so that you can be a wise steward of God’s resources. You can leave a legacy of generosity and make the Gospel available for years to come.

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The financial content provided here by Heart for Lebanon is educational in nature. Heart for Lebanon is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
The need is real.  The calling is clear.
And the story is still being written.