A strategy that converts retirement funds into tax-advantaged philanthropic capital, designed to minimize or eliminate tax impact while protecting your estate and legacy.
NET TAX FREE IRA ROLLOVER WITH
IRA ROLLOVER NET TAX FREE
PRESERVES YOUR WEALTH
MAXIMIZES YOUR LEGACY
TAX DIVERT
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 significantly reduced the taxes from the rollover — and 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 take control of your tax strategy and build your legacy?
This is a hypothetical example for illustrative purposes only. Actual results will vary based on individual circumstances, including income, state of residence, and applicable tax rates. Consult a qualified tax advisor for a personalized analysis.
Each solution is built on our proprietary Charitable Gift Financing™ platform — designed for integrity, compliance, and long-term 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, structured to meet IRS §170 charitable contribution requirements, 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.