Make a Gift From My IRA

Search IRA Custodians:

	IRA web page
Notify us of your IRA charitable rollover
Your Name Your Email Comments Send
Thank you for considering an IRA charitable rollover 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 Rice University. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section. Please note this is a time sensitive transaction. If the IRA charitable rollover 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.

Your Name

Your Address (Street or P.O. Box)

Your ZIP

Notify us of your IRA charitable rollover

Your Email Comments Send

Create Letter

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 Rollover

If you are 70½ or older, you can contribute to Rice's mission this year by authorizing an IRA charitable rollover gift. An IRA charitable rollover gift is a way you can fulfill an outstanding pledge or make your annual gift tax-free (adjusted for tax-deductible contributions you may have made to your traditional IRA, if any, after age 70½).

If you are 70½ or older, you can also take advantage of the recently passed Legacy IRA Act and make a one-time IRA rollover of up to $54,000 to fund a charitable gift annuity and receive fixed payments for life. Learn more about this exciting giving option here.

IRA Charitable Rollover

IRA (Custodian)

Rice U

Benefits of an IRA charitable rollover

• Avoids taxes on transfers of up to $108,000 from your IRA to Rice.
• Satisfies your required minimum distribution for the year (if you have one).
• Reduces your taxable income, even if you do not itemize deductions.
• Makes a gift that is not subject to the deduction limits on charitable gifts.
• Helps further the work and mission of Rice University, while saving other tax-favored, non-retirement assets to pass to beneficiaries.

How an IRA charitable rollover gift works

Once you've contacted your IRA plan administrator to make a gift from your IRA to Rice, your IRA funds will be directly transferred to the university to help continue our important work. You can also designate your gift to be used for a specific purpose. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction. Per the Internal Revenue Code, to qualify for tax-free treatment, you may not receive any goods or services (for example, parking, gala tickets, improved seating, etc.) in return for your IRA distribution.

Please let us know to expect the distribution and provide us with the name of your IRA provider, the amount of your gift and its intended purpose by contacting the Office of Gift Planning at 713-348-4624 or [email protected].

Instruct your IRA's provider to send a distribution directly to:

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.

Thank You

Your message has been sent.