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Lifetime Gift from an IRA
Charitable Rollover Extension
How it works
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You request that your IRA plan administrator make a distribution
of up to $100,000 directly to Yale. |
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You direct how Yale uses your contribution. |
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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.