Skip to content
  • National Headquarters
  • 1-800-223-2732
  • View Map
  • Change Location

Chapter Events & Programs | APDA Northwest

  • About APDA
    • Mission & Leadership
    • 2015-18 Strategic Plan
    • Financial Reports
    • Career Opportunities
  • En Español
  • News
  • Contact
  • Donate
  • What is Parkinson’s Disease?
    • Causes of Parkinson’s
    • Diagnosing Parkinson’s
    • Symptoms of Parkinson’s
    • Treatment & Medication
    • Early Onset Parkinson’s Disease
    • Clinical Trial Participation

    What is Parkinson’s Disease?

    This section will help you understand the basics of Parkinson’s Disease, how Parkinson’s Disease affects the brain, its symptoms and ongoing research. Learn More

    Share this page:

  • Education & Support
    • Living with Parkinson’s Disease
    • Webinar Education Series
    • First Responder Training
    • Publications
    • Newsletter Archive
    • Ask a Doctor
    • En Español
    • Resources for Veterans
    • For Care Partners
    • Smart Patients
    • National Rehab Center

    Education and Support

    With the largest grassroots network across the country, the American Parkinson Disease Association (APDA) features a nationwide system of Chapters and Information & Referral (I&R) Centers. Learn about our educational and support resources for individuals with Parkinson’s and their family members.

    Learn More about Education and Support Services

     

    Share this page:

  • Research
    • What We Fund
    • Research Opportunities
    • Centers for Advanced Research

    Research

    We are committed to scientific research and have been a funding partner in most major Parkinson’s disease scientific breakthroughs, investing more than $46 million in research since 1961. Read about what we fund and explore opportunities for funding.
    Learn More

    Share this page:

  • Get Involved
    • Ways to Give
    • Optimism Walk
    • Corporate Partnerships
    • Share Your Story
    • Shop to Support APDA
    • Stories of Optimism
    • Do-It-Yourself Fundraising

    Get Involved

    As the country’s largest grassroots Parkinson’s organization, we rely on the community to help us in our cause. Join our community today.

    Learn More

    Share this page:

  • APDA in Your Community

    APDA in Your Community

    The American Parkinson Disease Association nationwide network provides information and referral, education and support programs, health and wellness activities, and events to facilitate a better quality of life for the Parkinson's community. It is this grassroots structure that distinguishes APDA from other organizations serving people with Parkinson's disease.

    Learn More

    Share this page:

Planned Giving

Ways to Give

Join our Community
Text + Text -

An Innovative Idea To Save on Taxes While Supporting APDA – Charitable IRA Rollover

Breadcrumb

Home
Mobile Menu
  • Why Give?
  • Create Your Legacy
  • How You Can Give
  • What You Can Give
  • Legacy Society
  • For Advisors
  • Contact Us

Talk to Us

  • Our Office of Planned Giving »
  • Call 718-981-9202

If you are 70½ or older consider making a gift to the American Parkinson Disease Association (APDA) with retirement assets while reducing you tax liability.  A Charitable IRA rollover is a way to make gifts to APDA and enjoy the tax savings even if you don’t itemize your deductions. 

As of December 18, 2015, the IRA Charitable Rollover was passed by Congress and signed into permanent law by the President, allowing taxpayers age 70½ or older to transfer up to $100,000 annually from their IRA accounts directly to charity without first having to recognize the distribution as income.

Regardless of the size of the gift you would like to make, if you qualify, this gift from your IRA, (known as a Qualified Charitable Distribution or QCD by tax professionals) is the most tax-efficient lifetime gift of all. 

You can make a tax-free gift in two ways: 1) by using a free QCD online tool provided by APDA that helps simplify the paperwork or 2) by directing the administrator of your traditional IRA or Roth IRA to transfer funds directly from your plan to APDA. (You cannot make an IRA charitable rollover gift from other qualified retirement plans, such as 401(k)s, or 403(b)s, or active SIMPLE IRAs or SEP IRAs.) The IRA administrator can transfer the funds directly to APDA or send a check to you that is made out to the American Parkinson Disease Association.

When you make an IRA charitable rollover gift, you won’t need to include the transferred funds in your income for that year and therefore will not pay any tax on them. If you were to withdraw the funds yourself and then make a gift to APDA, you would have to include the withdrawal in your income. Many American’s will no longer itemize post tax-reform and won’t be able to take an offsetting income tax charitable deduction. The net effect of the IRA charitable rollover is to offer the functional equivalent of an income tax charitable deduction even if you don’t itemize. 

Another great feature of an IRA charitable rollover gift is that it counts toward the amount you are required to withdraw from your IRA for the year (your required minimum distribution, RMD). If you don’t need these funds for your own use, you can meet your RMD by making gifts to APDA to avoid paying income tax on these withdrawals. 

The benefits of making an IRA charitable rollover gift include:

  • Your withdrawal is not included in your income, so it doesn’t affect your taxes.
  • Your withdrawal satisfies the required minimum distribution in the year of the gift.
  • You have the satisfaction of providing immediate support to APDA.

There are several requirements you must meet in order to make an IRA charitable rollover gift to APDA:

  • Your distribution must be from your IRA or Roth IRA.
  • You must instruct your IRA administrator to make a distribution directly to APDA.
  • You must be at least 70½ years old.
  • The total of all your qualified charitable distributions for the year must be no more than $100,000.
  • Your distribution cannot be made to a donor advised fund, private foundation, or supporting organization.
  • You cannot receive any benefit in exchange for your gift.

To learn more please click here.

This information does not constitute legal or financial advice. Because everyone’s situation is different and the laws of each state vary, you should seek the advice of your own attorney, tax advisor and/or financial planner.

  • Our Office of Planned Giving »
  • Call 718-981-9202

Planned Giving

  • Why Give?
  • Create Your Legacy
  • How You Can Give
  • What You Can Give
  • Legacy Society
  • For Advisors
  • Contact Us
Donate Today

Ask a Doctor

Share Your Story

Quick Links

  • Parkinson’s Disease
  • Education & Support
  • Research
  • APDA in your Community
  • Get Involved
  • Contact

About APDA

The American Parkinson Disease Association (APDA) is the largest grassroots network dedicated to fighting Parkinson’s disease (PD) and works tirelessly to help the approximately one million with PD in the United States live life to the fullest in the face of this chronic, neurological disorder. Founded in 1961, APDA has raised and invested more than $226 million to provide outstanding patient services and educational programs, elevate public awareness about the disease, and support research designed to unlock the mysteries of PD and ultimately put an end to this disease.

National Headquarters

PO Box 61420
Staten Island, NY 10306
TEL: 800-223-2732
FAX: 718-981-4399
apda@apdaparkinson.org

  • Privacy Policy
  • Financial Reports
  • 2015-18 Strategic Plan

American Parkinson Disease Association is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code.
© 2023 American Parkinson Disease Association. All Rights Reserved.