Mr. James V. found out about City Union Mission's Capital Campaign, Building the Walls that Rebuild Lives, in the September/October 2007 issue of the Light Magazine. The prospect of great new changes and capacity building excited him. He had been looking for a charitable recipient for some funds he had in an IRA that the IRS required him to withdraw since he was past the age of 70 1/2.
 
Since he made the donation by directing his IRA administrator to send the gift directly to City Union Mission, he incurred no tax liability from this transfer. Mr. V. said this was all possible because of the Pension Protection Act of 2006 which will expire December 31, 2007.
 
If this sounds interesting to you, please check with your tax advisor and see if this could be a good fit. If it is, be sure to call or email Calvin Caylor, Donor Relations Specialist, at 816-329-1475 or Calvin@cumission.org and let him know you want to make a gift in this manner.

Click here to read more about the details related to a Simplified IRA Charitable Rollover. If you are interested in completing such a gift, you can download these resources to assist you:

 Letter 1 - This is a letter template for you to use to instruct your IRA custodian or administrator to direct a qualified charitable distribution to City Union Mission.

 Letter 2 - This letter template is for you to use to alert us so that we can be looking out for your expected gift.