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Notify us of your IRA charitable distribution
If you check the box in this area, a module will open where you can enter your name and email to notify us of your IRA Distribution gift.
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Thank you for considering an IRA charitable distribution gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Meredith College. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable distribution gift. If you would like to notify us of your generous IRA charitable distribution, please complete the Notify us of your IRA charitable distribution section. Please note this is a time sensitive transaction. If the IRA charitable distribution is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution. |
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
IRA Charitable Distribution
You may be looking for a way to make a big difference to help further Meredith's 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 distribution is a way you can help continue our work and benefit this year.
Benefits of an IRA charitable distribution
- Avoid taxes on transfers of up to $108,000 from your IRA to Meredith College
- May 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 deduction limits on charitable gifts
- Help further the work and mission of Meredith College
How an IRA charitable distribution gift works
- Contact your IRA plan administrator to make a gift from your IRA to Meredith College
- Your IRA funds will be directly transferred to Meredith College to help continue our important work
- Please note that IRA charitable distribution gifts do not qualify for a charitable deduction
- Please contact us if you wish for your gift to be used for a specific purpose
Use the sample language provided below to contact your plan administrator and direct a charitable distribution from your IRA:
- Please direct a charitable distribution from my Individual Retirement Account# ________________ to Meredith College a 501(c) organization as determined by the IRS.
- The College's tax identification number is 56-0530242.
- Please issue a check, payable to Meredith College in the amount of $___________ and designated to: __________________.
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Please mail it to:
Meredith College
Institutional Advancement
3800 Hillsborough Street
Raleigh, NC 27607
- It is my intent that this distribution qualify for the ______ tax year. In your transmittal letter to the Meredith College, please include my name and address as the donor for this transfer. Please copy me on your transmittal letter.
Use this language to inform Meredith of your IRA charitable distribution gift:
- I have requested that a direct charitable distribution from my Individual Retirement Account be made to Meredith College. It is my intent that this distribution qualify for the _____ tax year.
- A check in the amount of $ ______________ is being sent to you from my IRA with ______________ (list IRA custodial institution name here). When received, please designate my IRA gift to:____________________________ (list fund name, purpose, or school/unit).
Gifts from your IRA
If you are 70½ or older, you can also use your IRA to fulfill your charitable goals. You can use the "Make a Gift From My IRA" tool to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution, which may satisfy your RMD, if applicable.
Contact us
If you have any questions about an IRA charitable distribution gift, please contact us. We would be happy to assist you and answer any questions you might have.
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