Give from Your IRA

Did you know? If you’re 70 ½ years of age or older, you can give to Napa Valley Genealogical Society directly from your Individual Retirement Account (IRA) and receive tax benefits in return. It’s called a Qualified Charitable Distribution (QCD) or charitable rollover – this easy, popular donation option can benefit both you and NVGS.

When a charitable gift is transferred directly from your Traditional or Roth IRA to NVGS, you reduce your taxable income (with some exceptions) while satisfying your Required Minimum Distribution (RMD). You benefit even if you do not itemize your tax deductions.

To Qualify

  • You must be 70½ years of age or older at the time you make your gift.
  • The gift must be transferred directly from your IRA to Napa Valley Genealogical Society.
  • The total QCD from your IRA cannot exceed your RMD, up to a specific amount annually (e.g., $108,000 in 2025).

Next Steps

  • Contact your IRA administrator(s) and follow their instructions for transferring your QCD gift.
  • Provide your IRA administrator with this information:
    Napa Valley Genealogical Society
    1701 Menlo Avenue, Napa, CA 94558
    Tax ID #23-7444798
  • Let NVGS know your gift is on its way – QCDs can sometimes transfer without identifying information. Contact Jeanine Layland, Treasurer@NapaGenSoc.org. Please include the name of your IRA administrator and the distribution amount.

Your QCD Donation

For fifty years, NVGS has helped our members and the community gain a deeper understanding of who they are through the study of genealogy.

Your gift will help further NVGS's mission by directly supporting our library, education programs, outreach efforts, and operations.

Questions?

For questions about making a qualified charitable distribution gift to NVGS, email Treasurer@NapaGenSoc.org.

For questions about transferring funds, whether QCDs are right for you, or other aspects of your personal financial situation, it's best to discuss these with your IRA administrator, attorney, or tax advisor. You can also visit the IRS website for more information.

 

Napa Valley Genealogical Society

Researching Family Stories Since 1974

Library & Mailing Address

1701 Menlo Ave

Napa, CA 94558-4725

Corner of California Blvd and Menlo Ave
Street parking  |  Main entrance on Sonoma St

Donate today! NVGS is a tax-exempt nonprofit 501(c)3 organization:
Tax ID #23-7444798

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