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You are at: Planned Giving > Giving Options > IRA to Gift Annuity Rollover

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

You are at: Planned Giving > Giving Options > IRA to Gift Annuity Rollover

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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You are at: Planned Giving > Giving Options > IRA to Gift Annuity Rollover

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IRA to Gift Annuity Rollover

You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

IRA to Gift Annuity Rollover
IRA Rollover
Gift Annuity
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Benefits of an IRA to gift annuity rollover

  • Reduce your taxes with a one-time transfer of up to $53,000 from your IRA to a Gift Annuity
  • Receive lifetime fixed payments for you and, if you choose, for your spouse
  • Potentially reduce your required minimum distribution (RMD) this year
  • Help further the work and mission of Lawrence University

How an IRA rollover to gift annuity works

  1. Contact us about creating an IRA rollover to gift annuity with Lawrence University.
  2. Contact your IRA plan administrator to make a one-time qualified charitable distribution (QCD) of up to $53,000 from your IRA to Lawrence University.
  3. We will use your IRA gift to fund your gift annuity payments.
  4. Please note that IRA gifts do not qualify for a charitable deduction.
  5. After you receive payments for life, there will be a future gift to us.
  6. Please contact us if you wish your future gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA rollover to a gift annuity, please contact us. We would be happy to assist you and answer any questions you might have.

Due to individual state compliance regulations, Lawrence does not issue charitable gift annuities in the following states: Alabama, Arkansas, California, Florida, Hawaii, New Jersey, New York, Washington.

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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.

Let us help you with your gift plans

Learn more about ways you can support Lawrence University, or if you've already included or are considering including a gift to Lawrence University as part of your estate plan or in the form of another gift, we would like to recognize your support.