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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further UCLA's mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue UCLA's work and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
UCLA
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to The UCLA 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 50% deduction limits on charitable gifts
  • Help further the work and mission of UCLA

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to The UCLA Foundation.
  2. Your IRA funds will be directly transferred to The UCLA Foundation to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

For more information, please contact UCLA’s team of gift planning professionals:
UCLA Office of Gift Planning, 10920 Wilshire Blvd., Suite 1400, Los Angeles, CA 90024
Phone: 800-737-UCLA (8252) Email: giftplanning@support.ucla.edu

UCLA does not provide tax or legal advice. Please consult your tax and legal advisors to ensure that you follow all applicable rules and choose the most favorable option.

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