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Planning Your Legacy

Lawrence University's liberal arts & sciences college and Conservatory of Music is committed to providing an environment for our students to pursue passions, spark change, and shine more brilliantly than they ever imagined. Your desire to make a difference and leave a lasting legacy helps strengthen Lawrence's mission. Consider making an impact for students and faculty through a planned gift. These types of charitable arrangements may provide tax and other benefits to you while supporting Lawrence.

Our Mission

Planning Your Legacy

Your desire to make a difference and leave a lasting legacy helps strengthen Lawrence's mission. Consider making an impact for students and faculty through a planned gift. These types of charitable arrangements may provide tax and other benefits to you while supporting Lawrence.

Our Mission
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Make a Gift From My IRA

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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.

Flowchart: Donor directs IRA custodian to make an IRA charitable rollover gift to LU.

Benefits of a Qualified Charitable Distribution (IRA Charitable Rollover)

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • 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 work and mission of our organization

How a Qualified Charitable Distribution (IRA Charitable Rollover) gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us. Please request that your name be included with the transfer information so we are able to thank you for your gift. Lawrence's Tax ID or EIN number is: 39-0806297.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that Qualified Charitable Distribution (IRA Charitable Rollover) gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about a Qualified Charitable Distribution (IRA Charitable Rollover) gift, please contact us. We would be happy to assist you and answer any questions you might have.

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Lawrence-Downer Legacy Circle

The Lawrence-Downer Legacy Circle recognizes alumni, parents and friends who remember Lawrence through a planned gift. We are grateful to the more than 1,090 members of Legacy Circle.