IRA Charitable Rollover

Age 70 1/2 or older?  Instead of paying more in taxes this year, use your IRA to transform student lives!

Whether you want to contribute $100, $1,000 or $100,000 to charity, if you are age 70 1/2 or older, the IRA Charitable Rollover can help you save on taxes while helping the Oklahoma School of Science and Mathematics.

Benefits of IRA Rollover Gifts:

  • By using pre-tax IRA assets, your charitable gift costs you less.
  • Not subject to income taxes
  • Can be used to meet your annual required minimum distribution, lowering your taxable income for the year.
  • Designate your gift for OSSM student or faculty programs
  • A gift from your IRA to an endowment fund offers long-term financial support for OSSM!

3 Simple Steps to the IRA Charitable Rollover

  1. Plan Ahead
  2. Make a Gift to the OSSM Foundation
  3. Save on Taxes

Act Now!

Contact OSSM Development at (405) 522-7804 or before December 31 to count your distribution for this calendar year!