IRA Charitable Rollover

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The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to Marietta College using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

How Do I Qualify?

  • You must be age 70 ½ or older when the gift is made.Tax Smart Giving from Your IRA
  • Gifts must go directly from your IRA to Marietta College.
  • Gifts must come from a traditional IRA or Roth IRA account.
  • Gifts cannot exceed $100,000 per donor.

Benefits of an IRA Charitable Rollover Gift

  • Gifts can satisfy your RMD without increasing your income taxes.
  • You will not pay taxes on your IRA withdrawal when gifted to Marietta College.
  • You may direct your gift to a Marietta College program or area of your choice.
  • It is a wonderful way to create an immediate impact in the lives of students and their families.

The Office of Gift Planning can provide you with a letter to send to your IRA administrator to make an IRA charitable rollover. 

For more information on this gift or any other of our gift planning options, please contact:

Planned Giving
Toll Free: 888-540-7722
Marietta College