Embrace the Impact of Your Giving with a Qualified Charitable Distribution through Your IRA

If you are aged 70½ or older there is a powerful tool that you are uniquely positioned to leverage for your benefit called an IRA Charitable Rollover or Qualified Charitable Distribution (QCD). A QCD allows you to donate up to $105,000 annually directly from your IRA to a qualified charity such as ours, without having to include the distribution in your taxable income.

Keith Anderson has been a Foundation Trustee, museum donor and Circles member for over 30 years and has chosen to make an annual gift in this way and shares why,

Donating to the Museum of New Mexico Foundation is always in style but there is an enhanced opportunity: giving from an IRA. And now, major firms such as Schwab and Fidelity provide a checking account for your IRA. I always carry an IRA check in my wallet. (You never know when it will come in handy.)

Professionally, Keith is a registered investment advisor and has served families and businesses around Santa Fe for twenty years. Keith has a strong commitment to the Santa Fe community and serves many non-profit and educational organizations. Keith is married to Barbara G. Lenssen, PhD, a retired clinical psychologist who owned a private practice. In addition to participating with many charitable organizations, they also enjoy arts performances, skiing, tennis, international travel, and being at home with friends.

We are grateful to Keith and Barbara for giving generously to the Foundation and the museums they love in this way as well as having the foresight to include the Foundation in their estate plan. You may also fulfill your philanthropic wishes and make a difference by giving annually through a Qualified Charitable Distribution through your IRA and including the Foundation and the museums we support in your will or estate plan.

For more information or to get started to make the difference you desire, please reach out to Laura Sullivan, Director of Planned Giving, at 505.216.0829 or laura@museumfoundation.org.