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).

Step 1

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.

Step 2

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).

WatersEdge Tax ID Number

EIN 73-0623038

Or

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.

Step 3

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.

Questions?

Contact the WatersEdge Advancement Team at give@WatersEdge.com or 800-949-9988.