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Tax Diversion

Net Tax Free IRA Rollover
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 Diversion 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.

Why Donum Diversion?
Because you have worked hard and you deserve to maximize your IRA wealth. With the Net Tax Free IRA Rollover gives you control of more of your wealth.
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.

The Donum Defund, is annually empowers our clients to save on their taxes, and provides more money to our clients.
The Donum Divest, helping our clients reduce their Capital Gains taxes with a charitable gift financing.
The Donum Diversion, a simple net Tax-free IRA rollover ever.

Donum Financial Solutions

Redefining the Way the Wealthy Give, Grow, and Steward Resources for Good.

Contact Us: 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 Diversion™, 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.

Get in Touch Today

Schedule a no-obligation consultation to discover how Donum can transform your tax story into a legacy of impact. Let’s make your wealth work for you—and the causes you love.

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