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Qualified Charitable Distribution

Qualified Charitable Distributions (QCD), also called IRA Charitable Rollover

What is it?

Taxpayers age 70 ½ and older can make gifts of up $100,000 per year from an IRA to nonprofits including La Sierra University without increasing your taxable income as long as the IRA Custodian sends the funds directly to La Sierra University. This can satisfy all or part of your annual Required Minimum Distribution (RMD).

Please note that IRA Rollover (QCD) gifts do not qualify for a charitable deduction.

How to give:

Your IRA Custodian (ex: Fidelity, Schwab, etc.) may have a form for you to request a transfer from your IRA account to La Sierra University. Or, we have one HERE you can use.

All gifts, including Qualified Charitable Distribution gifts, should be sent to the Attention of Gift Records in La Sierra University Advancement for processing and acknowledgement. If you wish for your gift to be used for a specific purpose, contact Christine Cales at 951-785-2386 or .

For wire transfer information and the La Sierra University TAX ID #, please call Christine Cales at or 951-785-2386.

For more Information:

Contact Planned Giving Officer Christine Cales (951-785-2386 or ) or Gift Records Officer at 951-785-2500.

Qualified Charitable Distributions from an IRA are discussed on this page: https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals

Pledge to Give

Advancement - Pledge to Give

Advancement - Pledge to Give

Office Location

University Advancement
Administration Building
Room 232

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