If you have an Individual Retirement Account (IRA) and are 70½ or older, you are eligible to make a tax-free gift from your IRA to Turtle Island Restoration Network.
These easy-to-arrange gifts can be made to Turtle Island Restoration Network whether or not you itemize your tax return deductions.
Incoming Stock/Bond/ETF etc.. Gifts
DTC: 0221 UBS Financial Services Inc.
Account Number: TF27509
Account Name: Turtle Island Restoration Network, Inc.
To qualify for an IRA Qualified Charitable Distribution (QCD):
- You must be 70½ or older when you make your gift.
- Your gift can be used to satisfy some or all of your required minimum distribution.
- Your IRA custodian must make the distribution directly to Turtle Island Restoration Network.
- Your qualified charitable distribution can total up to $100,000 per year.
Please notify your broker that you are making a charitable gift of stock to Turtle Island Restoration Network.
- Provide your broker with the following Turtle Island Restoration Network account and delivery instructions:
- DTC: 0221 UBS Financial Services Inc.
- Account Number: TF27509
- Account Name: Turtle Island Restoration Network, Inc.
- Turtle Island Restoration Network’s Federal ID#: 91-1818080
- Mail Checks and Deposits to: UBS Financial Services Inc. 3801 PGA Boulevard Suite 1000 Palm Beach Gardens, FL 33410
Make a gift from your traditional or Roth IRA
To make your qualified charitable distribution to Turtle Island Restoration Network, please download this letter of instruction, fill it out, and give it to your broker or IRA custodian.
*Don’t Forget! If you’re under the age of 70½, you can still use your IRA to make an important gift for ocean and watershed conservation by making Turtle Island Restoration Network a beneficiary of your retirement plan. For more information, please click here.