Planned Giving

Maximize your philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
  • Help us fulfill our mission for many years and generations to come
  • Help further our mission with the

    IRA Charitable Rollover

    ACT NOW! If you are 70½ or older, avoid taxes on transfers of up to $100,000 from your IRA

    Learn More

  • Planned Giving

    Maximize your philanthropic goals

    • Make a difference in people's lives and always be remembered for your contribution
    • Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
    • Help us fulfill our mission for many years and generations to come
  • You know it's better to give than to receive.

    What if you could do both?

    Learn More

  • Free Wills Guide

    Are you starting to plan your End of Year Giving?

    Planning early can provide you with a lot of benefits: you can save money, you can make sure your family is happy and you can gain peace of mind. There is another kind of plan — a personalized estate plan - that can provide you with the same benefits. Click here to learn how we can help you develop your estate plan.

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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. 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)
FOCUS
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • 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 further the work and mission of our organization

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 our organization to help continue our important work.
  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.

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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