The Cooper Institute

Founded in 1970 by the "Father of Aerobics"
Kenneth H. Cooper MD, MPH


The Charitable IRA - A Non-Taxing Way to Give

The Pension Protection Act of 2006 (PPA) was signed in 2006 with the intention of encouraging tax-free charitable giving opportunities to non profit organizations. Its provisions will apply in 2007 as well. The ongoing giving opportunity is available to those who give directly from their traditional or Roth IRAs to the charitable organization of their choice.

The PPA provisions apply only to:

Those with retirement assets in other plans, such as a 401(k), may be able to transfer assets to an IRA and then make their charitable gifts.

The Cooper Institute welcomes any inquiries in assisting you in getting complete information on this non-taxing giving opportunity. Please contact the Development Office at (972) 341-3200 or toll-free at (800) 635-7050 to get more information.