The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Brandeis University and satisfy your Required Minimum Distribution (RMD).

How Do I Qualify?

The IRA charitable rollover (QCD) offers multiple benefits for making gifts from your IRA.

  • You must be 70 ½ years or older at the time of the gift.
  • Gifts must come directly from your IRA to Brandeis University.
  • Gifts must come from a traditional IRA. Retirement assets in 401(k), 403(b), SEP, or SIMPLE plans do not qualify.
  • For 2024, total QCD gifts cannot exceed $105,000 per donor.

Benefits of an IRA Charitable Rollover Gift

  • If you don’t itemize deductions and are not yet required to take your RMD, a QCD offers all of the benefits of an itemized income tax charitable deduction
  • If you are age 73 or older and must take your RMD, a QCD can satisfy your RMD without increasing your income taxes.
  • You may direct your gift to a program or area of your choice. 
  • This type of gift has an immediate impact.

How can I make an IRA Charitable Rollover?

  1. Contact the administrator of your IRA to request that a gift be made to Brandeis. Our address and tax ID are shown below.
  2. Contact the Office of Planned Giving at 781-736-7719 to let Brandeis know that you’re planning on making a qualified charitable distribution.

If you have any questions, please contact Joel Carlton-Gysan at the Office of Planned Giving at 781-736-7719.

Brandeis’ legal name, address and tax ID:
Brandeis University
415 South St., Waltham MA 02453
Tax ID: 04-2103552

 

Make a QCD: Give From Your IRA Today!

To make a gift now through your IRA, simply type in the name of your brokerage and click the button below to go to your login page.

 

Let us know if you don't see your brokerage.

Information that you may need for the QCD is provided below.

  • Legal name: Brandeis University
  • Mailing address: 415 South St., Waltham MA 02453
  • Federal Tax ID number: 04-2103552