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Make a Gift From My IRA

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IRA Charitable Rollover

You may be looking for a way to make a difference to help further the mission of Chapman University. If you are 70½ or older, an IRA charitable rollover gift is a way you can advance our mission and potentially secure tax benefits for yourself.

IRA Charitable Rollover
IRA (Custodian)
Chapman
Charity image
Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to Chapman University.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to Chapman
  • If you have a required minimum distribution (RMD) for the year, gift may satisfy part or all of it
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of Chapman

How an IRA charitable rollover gift 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 Chapman to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please let us know if you wish for your gift to be used for a specific purpose. It is helpful for the university to be aware that you directed this type of gift so we can confirm your gift intentions and receipt of the funds.

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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