ESTATE
PLANNING
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 George 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
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971
mylegacy@gmu.edu
George Mason University Foundation, Inc.
Office of Advancement and Alumni Relations
4400 University Dr., MS 1A3
Fairfax, Virginia 22030
GMU Foundation is a 501(c)(3) nonprofit organization.
Federal EIN / Tax ID#: 54-1603842
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