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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further the mission of Western Oregon University. If you are 70½ or older, an IRA charitable rollover is a way you can help WOU provide a transformative education and personalized support to our students .

IRA Charitable Rollover
IRA (Custodian)
WOU
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to WOU
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of WOU

How an IRA charitable rollover gift works

  1. Ask your IRA plan administrator to make a gift from your IRA to WOU.
  2. Your IRA funds will be directly transferred to WOU 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 designation, scholarship or program.

Contact us

If you have questions about an IRA charitable rollover gift, please contact us. We are happy to assist you and answer your questions.

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