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Thank You for Sending QCD Information

Instructions For Making A Qualified Charitable Distribution Gift

Thank you for making a qualified charitable distribution to the University of Dayton! Below, you will find information about how to make your gift.

  1. Fill out the form for your specific IRA administrator to make a qualified charitable distribution. You can either do this online through the same website that you access your plan information, or you can print and mail a form to the company. We have included links to several of the most common IRA companies and their QCD forms below.
  2. Fill in the necessary information about you and your account, as well as information about the charities that you want to make gifts to. We have included commonly requested information about the University of Dayton below.
  3. Sign and date the form.
  4. If you printed the form to fill it out, you should place it in an envelope and mail it to your IRA administrator company. If you make your gift towards the end of the year, please make sure that you allow enough time for mailing and processing of the gift.

Information about UD that you may need in order to make your gift:

  • Organization: University of Dayton.
  • EIN: 31-0536715.
  • Address: 300 College Park, Dayton, Ohio 45469-7053.
  • Attention: Office of Planned Giving.
  • Amount: Whatever size gift you want to make to UD.

Here is what you need to know about QCDs:

  • You must be 70 ½ or older when you make the gift.
  • Gifts may be of any amount, up to a yearly maximum of $100,000 per individual.
  • The gift must be made from a traditional IRA by your IRA administrator, directly to charity, in this case the University of Dayton. If you do not have an IRA, you may be able to convert the retirement account to an IRA and may still be able to make a QCD. Contact us to learn more.
  • You cannot receive anything of value, like donor-based seating or discounted tickets to paid events, in exchange for your gift.
  • While you cannot receive a charitable income tax deduction, you do not have to report the distribution as taxable income, and save taxes as a result.

Common QCD forms (in alphabetical order). If you do not see your company, you can still reach out to them directly to make a QCD.

  1. Charles Schwab
  2. Fidelity
  3. Morgan Stanley
  4. TIAA
  5. T. Rowe Price
  6. Voya

 

Did you know that you can name UD as a beneficiary of your retirement assets and that doing so is a tax efficient way of supporting charity and your loved ones? Contact us to learn more.