Make an IRA Qualified
Charitable Distribution (QCD)
In order for your gift to qualify as a QCD, you must be
at least 70 ½ and be gifting from a traditional IRA.
When you direct your RMD to CSA, it becomes a QCD—which is no longer considered
taxable income. IRA owners who are at least 70 ½ may transfer as much as $100,000
directly each year, tax-free.
taxable income. IRA owners who are at least 70 ½ may transfer as much as $100,000
directly each year, tax-free.
How to make this simple and tax
efficient gift to CSA:
1) Complete your IRA distribution form and request a 3rd party check made payable to CSA.
Our tax ID is 94-1422465.
2) Have the check mailed to us at Community Services Agency (Development Department)
204 Stierlin Road, Mountain View CA 94043.
3) Let us know about your forthcoming check by contacting Brandon Sheirich at
(650) 988-5073; ext 149 or [email protected].
Financial planning disclaimer
The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to CSA. We would be pleased to discuss, in confidence, ways in which you may support CSA.