Charitable IRA Rollovers

“Rollo-ver! Good IRA”

Did you know that direct gifts from your IRA to the Bucks County Historical Society (BCHS):

  1. Are an easy way to make a gift from one of your major assets
  2. Can be excluded from your gross income: a tax-free rollover
  3. Count toward your required minimum distribution, which begins at 73

For your gift to qualify:

  • You must be 70½ years or older at the time of your gift.
  • The transfer must go directly from your IRA to BCHS.

Please contact Candace Clarke, Director of Development, at (215) 345-0210 x 129 or to learn more.

Please note: the BCHS, which operates the Mercer Museum & Fonthill Castle, cannot provide financial, tax or legal advice, and suggests you contact your financial advisor for guidance when making a planned gift. 

The Bucks County Historical Society (EIN 23-1371952) is a non-profit, 501(c)(3) charitable organization according to the Internal Revenue Code. A copy of the BCHS official registration and financial information may be obtained from the Pennsylvania Department of State by calling toll free within Pennsylvania, 1-800-732-0999.


The Research Library of the Mercer Museum houses over 20,000 books, 2500 feet of county archives, over 12,000 images and more!
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• The Mercer Museum will be closed on Tuesday, December 5, 2023 to prepare for our free Mercer Museum Holiday Open House starting at 7:00 p.m.

More information about this event can be found here.

• The Mercer Museum will be opening at 1:00 p.m. on Wednesday, December 6, 2023.

Full schedule information can be found here.