Ursuline College offers several additional ways to contribute, including gifts of stock and IRA rollovers.
If you wish to make a stock gift to Ursuline College, stocks may be transferred to Ursuline College's account at Fidelity Investments:
ATTN: Sarah O’Connor, Clearstead Advisors
Telephone Number: 216-621-1090 x141
Broker Name: Fidelity Investments
Deliver to DTC Number: 0226
For credit to Account Number: 636-106440
Account Name: Ursuline College
Kindly inform the College of any stocks you transfer by contacting Development Database Coordinator Sheila Elo, at 440 646 8356 or email@example.com or writing to:
2550 Lander Road
Pepper Pike, Ohio, 44124
For further information, please contact Ms. Elo, at 440 646 8356 or firstname.lastname@example.org. We appreciate your support.
The IRA Charitable Rollover allows individuals age 70 ½ and over to donate up to $100,000 in individual retirement account (IRA) assets to Ursuline College. The Charitable IRA Rollover is tax-free and not included in a donor’s adjusted gross income.
Individuals may make gifts to charity from traditional and Roth IRA accounts without any federal tax liability as long as the gifts are “qualified charitable distributions." No charitable deduction may be taken by the owner, but distributions will qualify for all or part of an IRA owner’s Required Minimum Distribution.
Requirements for “qualified charitable distributions”
Who benefits from this provision?
This is an excellent opportunity for individuals to fulfill their charitable goals. Transfers from IRAs can fund Ursuline College’s Annual Fund, Scholarship Funds, and the Endowment.
To transfer a gift from your IRA, please contact your IRA administrator directly. Ursuline College's Tax Identification Number is 34-0714777.
For more information on how you may benefit Ursuline College through an IRA Charitable Rollover gift, please contact Richard J. Konisiewicz, Vice President for Institutional Advancement, at 440.646.8124 or Richard.Konisiewicz@Ursuline.edu.
This information is for educational purposes and is not professional tax or legal advice. Consult a financial professional or tax advisor about your specific situation.
For more information on how you may benefit Ursuline College through an IRA Charitable Rollover gift, please contact Richard Konisiewicz at 440 646 8124.