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Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Is this gift for you?)

Make a lifetime gift from a retirement account, after careful review, if you are age 70½ or older and...

  • You do not need the additional income necessitated by your minimun required distribution, or
  • Your charitable gifts already equal 50% of your adjusted gross income, so you do not benefit from an income tax charitable deduction for additional gifts, or
  • You are subject to the 2% rule that reduces your itemized deductions, or
  • You do not itemize deductions.

For more information

Email us, complete the personal illustration form, or call us at 860.486.6135 so that we can assist you through every step of the process.




Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu
© 2008 University of Connecticut Foundation