IRA Charitable Rollover

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The IRA charitable rollover is a terrific way to make a tax-free gift to Case Western Reserve University using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

How Do I Qualify?

  • You must be 70 ½ years old or older at the time of the gift.
  • Gifts must go directly from your IRA to Case Western Reserve University.
  • Gifts must come from a traditional IRA.
  • Gifts cannot exceed $100,000 per donor.

Benefits of an IRA Charitable Rollover Gift

  • Gifts can satisfy your RMD without increasing your income taxes.
  • You will not pay taxes on your IRA withdrawal when gifted to Case Western Reserve University.
  • You may direct your gift to a program or area of your choice. 
  • It is a wonderful way to create an immediate impact.

We can proved you with a letter to send to your IRA administrator to make an IRA charitable rollover gift.