Make a Gift From My IRA

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	IRA web page
Notify us of your IRA charitable rollover
Your Name Your Email Comments Send
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 Fresno State. 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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Notify us of your IRA charitable rollover

Your Email Comments Send

Create Letter

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.

IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

IRA Charitable Rollover

IRA (Custodian)

Fresno State

An IRA custodian is a financial institution approved by the IRS to hold and manage assets in an Individual Retirement Account (IRA) on behalf of the account owner. Custodians ensure compliance with tax regulations, facilitate transactions like contributions and distributions, and provide tax reporting. They may offer various investment options, from traditional assets like stocks and bonds to alternative investments for self-directed IRAs, such as real estate or precious metals. Examples of IRA custodians include banks, brokerage firms, and trust companies.

Benefits of an IRA charitable rollover

• Avoid taxes on transfers of up to $108,000 from your IRA to our organization
• Make a gift that is not subject to the deduction limits on charitable gifts
• Help further the work and mission of our organization

How an IRA charitable rollover gift works

1. Contact your IRA plan administrator to make a gift from your IRA to us.
2. Your IRA funds will be directly transferred to our organization 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.

Seek Advice

Planning your estate can sometimes get complicated. Even simple estate plans can have severe tax and other legal consequences. As you review these pages, please remember that there are always exceptions to every rule. We encourage you to seek guidance from a qualified licensed professional such as an attorney or certified public accountant to be certain that your desires are fulfilled without any unwelcome surprises.

How Can Fresno State's Planned Giving Office Be of Assistance?

We are charitable planning specialists and have resources available to support both your investigation and your implementation of gift planning techniques. Our services are professional, confidential and collaborative. They are provided without cost or obligation. We encourage you to call on us to assist you, your family and your advisors in exploring financial, estate and charitable planning.

For more information, please contact:
Becky Brown, CSPG
Director of Planned Giving
5241 North Maple Ave., M/S TA45
Fresno, CA 93740-8023
559.278.1877
[email protected]

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