IRA Charitable Rollover

FINAL OPPORTUNITY TO TAKE ADVANTAGE OF TAX-FREE IRA GIFTS

ACT NOW – IRA CHARITABLE ROLLOVER PROVISION EXPIRES DECEMBER 31, 2011

Don’t miss this extraordinary opportunity to make a tax-free rollover gift from your IRA to WUSF. As an added benefit, this gift will count towards your required minimum distribution.

Qualifications include:

1. Owners of traditional IRAs.

2. Aged 70 1/2 or older.

3. Transfer directly from the plan administrator to a qualified charity like WUSF Public Media.

4. No more than $100,000 per year.

Be sure you give your IRA custodian adequate lead time to complete the transfer. Gifts must be postmarked December 31, 2011 to be eligible for the 2011 tax year.

If you’d prefer to simply name WUSF as a beneficiary of your retirement plan assets, click here for appropriate language. As always, you should consult your attorney and tax advisors when considering such matters. This information is not meant as specific legal or tax advice.

For more information call Cathy Coccia at 813-974-8624 or e-mail to ccoccia@wusf.org