“IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to UCS
  2. Plan administrator makes transfer as directed to UCS

Benefits

  • Your gift is transferred directly to UCS; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement
  • You support the programs that are important to you at UCS

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

UCS Planned Giving Office
Tracy Donahoe
Samantha Akiha
Eric St. Jacques

 

2 Brattle Square
Cambridge MA 02138
(617) 301-8095
plannedgiving@ucsusa.org

UCS Tax ID #: 04-2535767

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