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Planned Giving

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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 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 our work and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
ECU
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • 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 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.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

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Kendra Alexander Kendra Alexander
Gift and Estate Planning Officer
alexanderk@ecu.edu
252-328-9566
Greg Abeyounis Greg Abeyounis
Associate Vice Chancellor for University Development
abeyounisg@ecu.edu
252-328-9573
Mark Hessert Mark Hessert
Associate Executive Director of the Pirate Club
hessertm@ecu.edu
252-737-4543

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.