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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 William & Mary. 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. | ||||||
Retirement Plan Qualified Charitable Distribution
How it Works
Making a gift through an Individual Retirement Account (IRA) can provide an opportunity to minimize tax implications while creating a philanthropic legacy at William & Mary for all time coming. You can name William & Mary as a primary beneficiary of your retirement plan or use a Qualified Charitable Distribution (QCD) to meet annual Required Minimum Distribution (RMD) amounts.
- Distribute up to $105K per year
- Tax-free transfer
- Made to qualified charities
- Traditional IRAs
- Available to donors age 70½+
- Can count toward annual RMD amounts
Benefits
Making tax-free transfer of a QCD from your IRA can reduce your taxable income and potentially reduce the amount of future RMD while creating a philanthropic legacy at William & Mary during your lifetime. Talk to your professional advisors for advice specific to you and Contact Us to discuss how you would like your gift to be used.
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