Giving to the Mount Vernon Ladies’ Association from Retirement Funds
As you think about the charitable gifts you would like to make during your lifetime or through your estate, giving from your retirement funds is a fantastic way to generously give to the Mount Vernon Ladies’ Association, create your legacy, and maximize income and tax savings.
There are two ways to give from your retirement funds:
- Beneficiary Designation of your retirement plan to the Mount Vernon Ladies’ Association may be a prudent tax planning option for you and your family. Because proceeds from retirement plans may be subject to both estate and income taxes, giving directly to charities like the Mount Vernon Ladies’ Association is a tax-efficient way to create your legacy.
- IRA Qualified Charitable Distribution: If you are 70½ or older, you may be able to take advantage of your IRA to make tax-smart charitable gifts to the Mount Vernon Ladies’ Association. By requesting a qualified charitable distribution (QCD) from your IRA, you can direct up to $111,000* each calendar year to the Mount Vernon Ladies’ Association (*Based on 2026 limits). This can count toward your annual Required Minimum Distribution (RMD) if you are over the age of 72.
How to Make an IRA Qualified Charitable Distribution:
- Contact your IRA administrator for instructions on how to request a qualified charitable distribution for the Mount Vernon Ladies’ Association.
Legal Name: The Mount Vernon Ladies’ Association
Address: P.O. Box 110, Mount Vernon, VA 22121
EIN: #54-0564701
Contact: Email [email protected] or call 703.799.8647.
- Notify the Mount Vernon Ladies’ Association about your incoming QCD and any designation for your gift at [email protected] or 703.799.8647.
- Note: If you have the ability to make self-directed payments from an IRA checkbook, checks must be deposited by the MVLA before December 31 to qualify toward your Required Minimum Distribution. Be sure to mail checks early and confirm receipt with the Mount Vernon Ladies’ Association. If you’re unsure your funds will arrive before the end of the year, have your IRA account holder issue your QCD directly to the Mount Vernon Ladies’ Association on your behalf.
Please keep in mind:
In general, your qualified charitable distribution gift is to be used for charitable purposes only, and you cannot receive any goods, services,
or benefits in return for your donation. Your QCD gift cannot be used for:
- Memberships
- Pledge Fulfillment
- Admission Fees or Event Tickets
- Event Sponsorships
- Goods Purchased at Charitable Auctions
Help Us Credit Your Incoming Gift
To make sure we can acknowledge your gift and provide appropriate documentation, please complete this form.
Questions?
Please contact us at [email protected] or 703.799.8647 with any questions you have.
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Mount Vernon is the home of our first President, George Washington.
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