Planned Giving

Qualified Charitable Distribution (QCD) or “IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to the UNM Foundation
  2. Plan administrator makes transfer as directed to the UNM Foundation

Benefits

  • Your gift is transferred directly to the UNM Foundation; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement, which, under the 2019 SECURE Act, begins at the age of 72
  • You support the programs that are important to you at UNM

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

Bonnie McLeskey, Associate Vice President of Planned Giving
(505) 313-7610
Bonnie.McLeskey@unmfund.org

Jen Jelson, Planned Giving, Estates and Trusts Manager
(505) 313-7607
Jen.Jelson@unmfund.org

 

The University of New Mexico Foundation
700 Lomas Blvd NE, Suite 108
Albuquerque, NM 87102

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