Make a Gift From My IRA
Search Qualified Charitable Distribution Custodians:
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Notify us of your qualified charitable distribution gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your qualified charitable distribution gift.
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Thank you for considering an qualified charitable distribution gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to California State University, San Bernardino. Another option is to use the phone number to call your IRA custodian. They will assist you in making an qualified charitable distribution gift. If you would like to notify us of your generous qualified charitable distribution, please complete the Notify us of your qualified charitable distribution section. Please note this is a time sensitive transaction. If the qualified charitable distribution is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution. |
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Qualified Charitable Distribution
There is a tax-smart way to make an impactful charitable gift using your traditional or Roth IRA. The Qualified Charitable Distribution, or QCD (also called the IRA charitable rollover ), is a great way to make a tax-free gift to CSUSB and satisfy your Required Minimum Distribution (RMD).
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Flowchart:
Step 1: Donor completes IRA Rollover Form with IRA custodian
Step 2: Up to $100K from IRA gifted to CSUSB; Donor's RMD satisfied
Benefits of a Qualified Charitable Distribution (QCD)
- Avoid taxes on transfers of up to $105,000 from your IRA to CSUSB
- May satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift that is not subject to the deduction limits on charitable gifts
- Help further the mission of CSUSB with an impactful gift
How a Qualified Charitable Distribution (QCD) works
- Contact your IRA plan administrator to make a gift from your IRA to CSUSB
- Your IRA funds will be transferred directly to CSUSB to continue to solidify the future
- Please note that Qualified Charitable Distribution gifts do not qualify for a charitable deduction
- Please contact us to let us know if you have set up a QCD so that we can ensure the transfer is received, and also let us know if you would like your gift to be used for a specific purpose
Contact us
If you have any questions about making a gift of a Qualified Charitable Distribution from your IRA, please contact us. We would be happy to assist you and answer any questions you might have.
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