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IRA Charitable Rollover

If you are age 70 ½ and taking required minimum distributions from your IRA this year, you can make a Qualified Charitable Distribution (QCD) to The Ohio University Foundation and reduce your taxes. To make a gift of this type, contact your Individual Retirement Account custodian to issue a check from your IRA payable to The Ohio University Foundation, PO Box 869, Athens OH 45701 and include the tax identification number of 31-6402269.

IRA Charitable Rollover
IRA (Custodian)
OU
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to The Ohio University Foundation
  • Satisfy your Required Minimum Distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of Ohio University

How an IRA charitable rollover gift works

  1. Contact your IRA custodian to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to The Ohio University Foundation.
  3. IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please note that IRA charitable rollover gifts from "IRA Checkbooks" are not deemed completed until funds are withdrawn from the custodial account. Please remit end of tax year gifts before December 1st to ensure adequate processing time.
  5. Please contact us to let us know the amount of your gift, the designation, and the name of the custodian.

Contact us

Please visit our PDF for detailed instructions on how to make a transfer from your IRA to The Ohio University Foundation.

An IRA charitable rollover is a simple and easy way for you to use your IRA to help Ohio University fulfill our mission of becoming the best student-centered learning experience in America, while also enjoying valuable tax savings this year.

Please contact:
Kelli Kotowski
Executive Director of Gift Planning
202 McGuffey Hall
Athens, OH 45701
740-597-1819 | kotowskk@ohio.edu | ohiolegacy.org
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Kelli Kotowski

Executive Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

Kotowskk@ohio.edu
740.597.1819 office
740.707.3100 cell
800.592.3863 toll free
740.593.1432 fax

Caty Allgood

Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

allgood@ohio.edu
740.593.9968 office
440.258.6564 cell
800.592.3863 toll free
740.593.1432 fax