Gifts from Retirement Plans During Life

How It Works
- You take a distribution from your qualified retirement plan or IRA that is includable in your gross income
- You make a gift of the distribution or of other assets equal in value to the distribution
- You receive an offsetting charitable deduction
- If you are 70½ or older, read ahead about the IRA rollover opportunity available to you
Benefits
- You may draw on perhaps your largest source of assets to support the programs that are important to you at Utah
- The distribution offsets your minimum required distribution
- If you use appreciated securities instead of cash from your distribution to make your gift, you'll avoid the capital-gain tax on the appreciation
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Contact Us
Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu
Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu
Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu
801-581-6824
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