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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 big difference for South Dakota State University. 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 rollover is a way you can help continue our work and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
SDSU
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to our organization.
  • 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 make a bold impact at SDSU.

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 the SDSU Foundation, making a great impact for the university.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Gifts from your IRA

If you are 70½ or older, you can 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.

Additional Resources

Charitable IRA Rollover FAQ Sheet
Charitable IRA Rollover Request Form

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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JOIN THE sYLVAN cIRCLE

Membership in the Sylvan Circle is available to those individuals who have arranged a non-contingent gift to go directly to the SDSU Foundation for future support of South Dakota State University in their estate and financial plans.

Learn More