IRA Qualified Charitable Distribution

By act of Congress, the Consolidated Appropriations Act of 2016 made permanent qualified charitable distributions (QCDs) from individual retirement accounts. This means that, if you are at least 70 1/2 years old, you can have up to $100,000 transferred to Oasis Sanctuaries every year and reduce your taxes while ensuring your legacy through this gift.

WHY DONATE AN IRA ?

If you qualify to donate a distribution from your IRA to charity, you will receive several benefits when you make this gift to Oasis Sanctuaries :

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization

  • You can satisfy your minimum distribution requirements (RMD) without it being taxed as part of your adjusted gross income

  • Reduce your taxable income, even if you do not itemize deductions

  • Help further the work and mission of our organization

HOW OASIS SANCTUARIES INC BENEFITS :

Your gift of a distribution from your IRA comes to Oasis Sanctuaries Inc. tax-free, so we receive the full amount of the distribution you choose to contribute. You may designate this money for a specific program or instruct us to use it towards the greatest need. Whichever way you choose, you will be confident that you are investing in the continuation of the important work of our nonprofit.

HOW TO BEGIN :

If you can write a check against your IRA withdrawal, you can simply send the checks to us (payable to Oasis Sanctuaries Inc.).

Otherwise, please direct your IRA administrator to make a gift from your IRA account to Oasis Sanctuaries Inc., a qualified charitable organization located at :

  • Mailing Address: 6833 N. Ruthlee Ave. San Gabriel CA 91775

  • Tax ID Number: 87-2644308

Please let us know to expect the funds so we can appropriately acknowledge your generosity. Many popular retirement plan administrators assume no obligation to notify a charity of your designation, therefore this is a crucial step so that we can appropriately thank you for your generosity! Please complete :

You can also print out the form here

Before making any planned gift, please notify us of your intentions so we can discuss options with you and plan accordingly to honor your desires. Please email our Philanthropy Team.

We are also glad to speak with you, or your financial advisor or attorney, to discuss this giving option in complete confidence and without any obligation. Please call to arrange a conversation : (805) 709-5193 or email our Philanthropy Team.

We will mail you an Acknowledgment letter for your gift that states that no goods or services were provided. Please keep this for your records.

If you have any questions, email our Philanthropy Team.

*This information is provided without obligation as a service and does not constitute tax or legal advice. We encourage you to consult your tax advisor, lawyer or other financial advisor before making any decisions about contributions from your estate or assets.