Bequest in a Will • Gift from a Trust • Charitable Gift Annuity • Charitable Remainder Unitrust • Charitable Remainder Annuity Trust • Designation as a Beneficiary of a Life Insurance Policy • Designation as a Beneficiary of a Retirement Plan or IRA*
*On Dec. 18, 2015, Congress reinstated the IRA Charitable Rollover Provision. The Protecting Americans from Tax Hikes Act of 2015 is legislation that includes a permanent extension of the IRA charitable rollover. Donors age 70 ½ or older can now make tax-free charitable gifts of up to $100,000 per year directly from their Individual Retirement Accounts to eligible charities, including colleges, universities and independent schools.