Your Legacy,
Our Future

Planned Giving is essential to the mission of the Diocese of Toledo, providing long-term financial stability and ensuring the continuation of its ministries. Through thoughtful estate planning, donors can leave a lasting legacy that supports parishes, schools, charitable programs, and faith initiatives for generations to come. These gifts help sustain vital outreach efforts, educational opportunities, and pastoral care, reinforcing the Diocese's commitment to serving the spiritual and material needs of its community. By including the Diocese in their estate plans, donors become stewards of faith for the future by fostering Holy Disciples, Holy Families, Holy Vocations. Learn About Ways to Give

Overview Booklet Make a Gift

IRA Charitable Rollover

An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift directly from their IRA.

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.

Benefits of an IRA charitable rollover

Avoid taxes on transfers of up to $111,000 from your IRA to our organization
Satisfy your required minimum distribution (RMD) for the year
Reduce your taxable income, even if you do not itemize deductions
Make a gift that is not subject to the deduction limits on charitable gifts
Help further the work and mission of our organization

IRA charitable rollover video

How an IRA charitable rollover gift works

Contact your IRA plan administrator to make a gift from your IRA to us.
Your IRA funds will be directly transferred to our organization to help continue our important work.
Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
Let us know if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

Booklet

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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Diocese of Toledo. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section.

Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution.