IRA Charitable Rollover

In December 2015, President Obama signed the IRA Charitable Rollover into law. In the past, the rollover has been renewed on a year-by-year basis. Now it has no expiration date.

This means you can make a tax-free distribution of up to $100,000 from your IRA to support the UO and other qualified charities. This can satisfy all or part of your required minimum distribution for the year.

To qualify:

  • You must be at least 70.5 years old on the day you make the gift.
  • The gift must be transferred directly from your IRA Administrator to the UO Foundation.
  • This gift may not be used to fund a life income gift such as a charitable gift annuity or charitable remainder trust.

Contact us to learn more.

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