Retirement Plan Gifts

The IRS recently made permanent a collection of tax extenders, one of which made permanent the Charitable Rollover from retirement accounts. This means you may now make a gift from your retirement account, at any time of the year without worry of tax implications.

This is most easily done through your retirement account holder, where you will provide the following information about ProLiteracy:

ProLiteracy Worldwide
308 Maltbie Street
Suite 100
Syracuse, NY 13204

Tax ID: 16-6076384

You should always consult an attorney and/or financial planner/accountant before making a planned gift. 

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