IRA Charitable Rollover Gifts
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Donate IRA Assets To Ministry In Three Simple Steps
IRA gifts are a smart way to support ministry because they allow you to avoid the income tax on the distribution from your IRA. Follow the steps below to complete the IRA charitable rollover (qualified charitable distribution). You may rollover up to $100,000 ($50,000 may fund a charitable gift annuity).
Notify WatersEdge of a Pending IRA Charitable Rollover
Let us know important details about your gift (including which ministry the funds should support) by completing the form below.
Ask Your Broker or Financial Advisor to Wire the Assets
Give your broker or financial advisor these instructions and ask them to wire the assets to WatersEdge (The Baptist Foundation of Oklahoma).
Security Transfer Instructions
Charles Schwab & Co., Inc.
DTC Clearing # 0164
“The Baptist Foundation of Oklahoma”
Act # 9856-5521
WatersEdge Tax ID Number
Send a Check to WatersEdge
Make check payable to The Baptist Foundation of Oklahoma dba WatersEdge and mail it to WatersEdge, Department 960598, Oklahoma City, OK 73196-0598.
Complete Documents to Complete Gift
Once your broker or financial advisor has completed the transfer and WatersEdge has received the assets, we’ll send you a receipt for your gift.