Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Gift Example)

You hold several retirement accounts but few stocks and bonds. You have just turned 70½, have sufficient income so you don't need your minimum required distribution (MRD) from your retirement plan, and taking the distribution will increase your income taxes.

• You send a letters to your plan administrator requesting a direct transfer to the University of Connecticut Foundation of your MRD amount. You avoid all federal income taxes and support the University of Connecticut Foundation in an area you designate.

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