“IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to Ohio State
  2. Plan administrator makes transfer as directed to Ohio State

Benefits

  • Your gift is transferred directly to Ohio State; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement
  • You support the programs that are important to you at Ohio State

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

Office of Estate and Gift Planning
614-292-2183
800-327-7907
giftplan@osu.edu

 

The Ohio State University
1480 West Lane Avenue
Columbus, OH 43221

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