Take a Smart Step This Fall

Seize the opportunity to support any part of UCLA and enjoy a significant tax benefit at the same time: Take advantage of the charitable IRA rollover to minimize your 2013 income taxes and have a positive impact on one of the world's top universities! Here's how it works:

  • Donors age 70½ or older transfer assets from their IRAs directly to The UCLA Foundation.
  • This gift can be in any amount, up to $100,000 per person ($200,000 for a couple with separate IRAs). The amounts that are rolled over are not subject to income tax and count toward a donor's required minimum distribution for the year.
  • To qualify, funds should be transferred directly from a donor's financial institution to The UCLA Foundation.
  • The fund transfer must be completed by December 31, 2013.

Your smart move will advance education, research and medical care.

Thank you for your support!

If you prefer to have a confidential conversation with one of our planned giving directors, simply call 310/794-2334 or 800/737-UCLA (8252). You can also email us at giftplanning@support.ucla.edu or send us an information request through Contact Us.