PLANNED
GIVING
Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.
Gifts from Retirement Plans During Life
How It Works
- You take a distribution from your qualified retirement plan or IRA that is includable in your gross income.
- You make a gift of the distribution or of other assets equal in value to the distribution.
- You receive an offsetting charitable deduction.
- If you are 70½ or older, read ahead about the IRA rollover opportunity available to you.
Benefits
- You may draw on perhaps your largest source of assets to support the programs that are important to you at Mason.
- The distribution offsets your minimum required distribution.
- If you use appreciated securities instead of cash from your distribution to make your gift, you'll avoid the capital-gain tax on the appreciation.
More Information
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|
Aquanetta J. Betts, JD |
George Mason University Foundation, Inc. |
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