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Lifetime Gift from an IRA
Charitable Rollover Extension

How it works

	You request that your IRA plan administrator make a distribution of up to $100,000 directly to Yale.
	You direct how Yale uses your contribution.
	Just contact us and we’ll be happy to give you more information about this new charitable incentive.

Benefits

• You can use an overlooked, "frozen" asset to make a gift to Yale.
• You never recognize the distribution as income.
• The distribution counts towards your minimum required distribution for the year.

Remember...

• You must be at least age 70½ at the time of distribution.
• You can only transfer $100,000 per year, and only in 2008 and 2009.
• Funds must come from an IRA.
• Distributions cannot go to donor advised funds.
• State income tax may be due on the distribution.

For more information

Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.

Yale University Office of Planned Giving
P.O. Box 2038, New Haven, CT 06521 | (800) 445-6086 | Email us