IRA Charitable Rollover

A Tax-Saving Way to Help ΔΣΦ


See Your Generosity in Action

Make a difference today and save on taxes. It’s possible when you support the Delta Sigma Phi Foundation, through your IRA.

A Special Opportunity for Those 70½+ Years Old

You can give any amount (up to a maximum of $100,000) per year from your IRA directly to a qualified charity such as the Delta Sigma Phi Foundation, without having to pay income taxes. Gifts of any value $100,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference at Delta Sig. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.


Why Consider This Gift?

Immediate ImpactCounts Toward RMDNo Income TaxLower Income Level
Your gift will be put to use today, allowing you to see the difference & impact your donation has on our members.Beginning in the year you turn 72, you can use your gift to satisfy all or part of your Required Minimum Distribution.Your gift generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.Gifts don't count toward your annual income level. This may help lower Medicare premiums and decrease the amount of Social Security subject to tax.

For questions about this program or to notify the Delta Sigma Phi Foundation about an IRA charitable rollover and gift use, please contact:

Nathan Wight, Chief Advancement Officer
(317) 607-8565 or