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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.

Benefits of an IRA charitable rollover

  • You can avoid taxes on transfers of up to $100,000 from your IRA to Carolina.
  • You may satisfy all or part of your required minimum distribution (RMD) for the year.
  • You will reduce your taxable income, even if you do not itemize deductions.
  • You will help further the work and mission of our organization.

How it 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.

To download a letter template from you to your plan administrator and from you to UNC, please click on the following forms:

IRA Sample Letter — Donor Informs UNC
IRA Sample Letter — Donor to Administrator

Is an IRA charitable rollover gift a viable option for you? The Office of Gift Planning can help you think through the issues & your planning options. Please contact us for a free, confidential discussion. We would be happy to assist you and answer your questions.

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