IRA Charitable Rollover

If you are 70½ or older, an IRA charitable rollover is a tax-savvy way you can support UNC Charlotte.

Benefits of an IRA charitable rollover

• Avoid taxes on transfers of up to $100,000 from your IRA to UNC Charlotte
• Make a gift that is not subject to the deduction limits on charitable gifts
• Help further the work and mission of UNC Charlotte
• Satisfy your annual required minimum distribution (RMD)

How an IRA charitable rollover works

1. Contact your IRA plan administrator to make a gift from your IRA to UNC Charlotte.
2. Your IRA funds will be directly transferred to the University to benefit the college, program, or fund you specify.
3. Your plan administrator should make the check payable to:
   
   The Foundation at UNC Charlotte
   Checks may be mailed to this address:
   
   9201 University City Blvd.
   Charlotte, NC, 28223-0001
4. Please contact us if you wish for your gift to be used for a specific purpose.

The recently passed Legacy IRA Act provides a limited opportunity for donors over age 70 ½ to make a one-time Qualified Charitable Distribution (QCD) up to $50,000 in exchange for a charitable gift annuity. Click here to learn more or contact our office at 704-687-0301.

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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