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Lifetime Gift from an IRA
Charitable Rollover Extension
(Gift Example)
You are at least age 70½, have sufficient income so you don't need your minimum required distribution (MRD) from your retirement plan, and taking the distribution will increase your income taxes.
- You send a letter to your plan administrator requesting a direct transfer to Yale of your MRD amount. Click here for sample letter. You avoid all federal income taxes and support Yale in an area you designate.
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.