THE DONUM TAX DIVERT
A strategy that converts retirement funds into 100% tax-free philanthropic capital, protecting your estate and legacy while keeping your wealth working for long-term impact.
NET TAX FREE IRA ROLLOVER WITH
CHARITABLE GIFT FINANCING
IRA ROLLOVER NET TAX FREE
PRESERVES YOUR WEALTH
MAXIMIZES YOUR LEGACY
TAX DIVERT
NET TAX FREE IRA ROLLOVER
Meet Sarah.
Sarah, a 63-year-old with $500,000 in annual income, faced over $250,000 in taxes to move her $750,000 IRA into Roth.
But she went to Donum instead.
Using the Donum Divert plan, she donated a large gift through Charitable Gift Financing, claiming the full 60% charitable contribution deduction. She not only saved ALL taxes from being lost to the IRS in the rollover — she now gets tax-free growth on her retirement funds in a Roth IRA.
This isn't just tax relief—it's about aligning your wealth with your heart.
Ready to defund the IRS and fund your legacy?
Donum’s family of charitable-finance plans empowers you to redirect tax liability into purpose.
Each solution is built on our proprietary Charitable Gift Financing™ platform — designed for integrity, compliance, and long-term impact.
TRANSFORM YOUR TAXES INTO LASTING IMPACT!
Ready to turn your tax burden into meaningful purpose? Donum's family of charitable-finance plans—Donum Defund™, Donum Divert™, and Donum Divest™—empowers you to redirect tax liability into causes you care about, all while preserving your wealth. Built on our proprietary Charitable Gift Financing™ platform, every solution is designed with integrity, fully IRS compliance (IRS §170), and long-term impact in mind.
Whether you're looking to offset a hefty income tax bill, optimize IRA rollovers, or minimize capital gains taxes, we're here to craft a personalized strategy that aligns your wealth with your values.