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

You may draw on perhaps your largest source of assets to support the programs that are important to you at OU
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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Which Gift Is Right for You?

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

University Advancement

Frances M. Moceri House
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]