Make a Gift From My IRA
Search IRA Rollover Custodians:
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Notify us of your IRA charitable rollover
If you check the box in this area, a module will open where you can enter your name and email to notify us of your IRA Rollover gift.
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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Ohio University. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section. Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution. |
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
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.
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $105,000 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
- Contact your IRA custodian to make a gift from your IRA to us.
- Your IRA funds will be directly transferred to The Ohio University Foundation.
- IRA charitable rollover gifts do not qualify for a charitable deduction.
- 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.
- 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 | [email protected] | ohiolegacy.org
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