Skip to content

Qualified charitable distributions (QCDs): tax-free gifts today from individual retirement accounts

If you are at least 70½ years old, you are eligible to make a qualified charitable distribution (QCD) from a traditional or Roth IRA. Distributions to the University will be excluded from federal income in the year of the gift. The maximum is $100,000 per person.

You may contribute your QCD gift to the University to benefit any school, hospital, or program.

The transfer counts toward your required minimum distribution (RMD).

Instructions to Make a Tax-Free Gift from an IRA

70½ or Older? Make an "IRA Rollover" Gift (QCD) Today!

It’s very simple to make a gift now through your IRA. Just enter the name of your brokerage and click the “Go now” button below to go to your login page.

Go now
Helpful information for your QCD:

Legal name: University of Rochester
Mailing address: Office of Trusts, Estates & Gift Planning, Box 278799, Rochester, NY 14627-8799
Federal Tax ID number: 16-0743209

Note: The link in this tool above will open a third-party website, owned and operated by an independent party. We assume no responsibility for any of the information contained therein.

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

 

Return to the top of the page