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More info regarding exciting changes about donating tax-free IRA gifts:

We have some great news for IRA owners who are age 70 1/2 or older.  In fact, this is some of the most exciting news affecting charitable giving in years!

If you are at least 70 1/2 years of age and own an IRA, you may now transfer a gift of up to $100,000 form your IRA to the Make-A-Wish Foundation of Oregon absolutely tax free!  With the IRA gift, your donation will not be included in your taxable income, and no income tax deduction will apply.

Until the recent passage of the Pension Protection Act of 2006, such IRA withdrawals would be subject to income tax.  Now, thanks to this new legislation, IRA owners who meet the minimum age requirement of 70 1/2 may make tax-free gifts to qualified charitable organizations, such as the Make-A-Wish Foundation of Oregon, of up to $100,000 per year for both 2006 and 2007.

Qualified charitable transfers must come only from IRA’s (not 401(k), 403(b), SEP-IRA or Simple IRA plans).  However, for some donors it may be possible to establish a new IRA and then roll over assets from another plan to the new IRA.  This IRA may then be used to make qualified charitable gifts.

For more information on this exciting gift opportunity, please contact Development and Communications Director Laila Umpleby at or call 800-934-9474, ext. 24.