IRA Charitable Rollover

Make a meaningful impact in your community while achieving tax savings through an IRA Charitable Rollover. This option, also known as a Qualified Charitable Distribution (QCD), allows individuals aged 70½ or older to donate up to $100,000 annually directly from their taxable IRA to United Way of Greater Milwaukee & Waukesha County. By choosing this tax-efficient method, you can satisfy your Required Minimum Distribution (RMD) and reduce your taxable income—all while supporting the causes you care about.

Your Impact 

Your IRA charitable rollover will help support critical initiatives such as:

• Reducing barriers to employment
• Supporting youth mental health services
• Ending family homelessness
• Strengthening access to technology and education

Benefits of an IRA Charitable Rollover

• Tax Efficiency: Avoid being pushed into a higher income tax bracket by reducing your taxable income.
• Direct Support: Make an immediate impact on programs addressing key community challenges.No Additional Taxes: Prevent phaseouts of other tax deductions.
• No Additional Taxes: Prevent phaseouts of other tax deductions

HOW IT WORKS

1. Contact Your IRA Custodian
   Request a Qualified Charitable Distribution to United Way of Greater Milwaukee & Waukesha County. Be sure to specify that your custodian includes your name with the payment so we can properly acknowledge your generosity.
2. Confirm Your Gift
   Notify us once your gift has been initiated to ensure it is directed according to your wishes.

Key Information for Your Custodian

Payment Address:
United Way of Greater Milwaukee & Waukesha County
Box 88110
Milwaukee, WI 53288-0110

Tax ID/EIN: 39-0806190

Need Assistance?

If you have questions or need assistance, please contact:
Alejandra Anastas
Planned Giving Officer
legacysociety@unitedwaygmwc.org
414.263.8202