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Charitable IRA Rollover Opportunities 

Animal Outreach of Shelby County’s mission is more critical than ever. Every day, countless cats in Shelby County face homelessness, neglect, and uncertainty. At Animal Outreach of Shelby County, we’re dedicated to changing their lives for the better. Our tireless efforts focus on rescuing, rehabilitating, and rehoming these vulnerable cat, while also educating our community about responsible cat ownership. Through our work, we’ve helped thousands of cats find loving forever homes, reduced the stray population, and fostered a more compassionate community for all animals.

As a loyal supporter of Animal Outreach of Shelby County, you have a unique opportunity this year to help us further our mission. You may be eligible to move up to $100,000 from your IRA to a qualified charitable organization such as Animal Outreach of Shelby County.

Why Consider This Gift? 

  • Your gift will be utilized right away, allowing you to see the difference your donation is making. 
  • You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions. 
  • If you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement. 

The details: 

  • You must be 70 ½ or older at the time your gift is made. 
  • The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your tax deductions. 
  • Qualified Charitable Distributions (QCDs) can meet all or part of your Required Minimum Distribution (RMD) from your IRA.

Your IRA rollover gift can support any project at Animal Outreach of Shelby County. Please contact us to discuss your options. Call us at 317-627-4539 or email kerryann@shelbycats.com. Your support helps improve the lives of homeless cats.

How to Make a Qualified Charitable Contribution from Your IRA  

Option 1:  

Contact your IRA custodian and request a direct transfer to:

Animal Outreach of Shelby County, 910 Revello Street, Shelbyville, In 46176, Our tax ID number is 26-1536704.

IMPORTANT: Do not withdraw the funds and make a contribution yourself, or you will have to report the withdrawal as taxable income. If you are requesting the transfer at the end of the tax year, allow enough time for the transfer to complete by December 31.  

Option 2:  

Send a gift directly to Animal Outreach of Shelby County using your IRA checkbook. Allow extra time for the gift to clear to take a tax deduction in the current calendar year. Contact KerryAnn May, with your name, the exact amount of your gift, and the name of your IRA custodian so we can provide you with substantiation for your tax return. Please note that we are not able to give formal tax advice, and we strongly advise you to have these gifts reviewed by your own qualified financial or tax professional.