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  • Home / Give / Gifts of Stock and IRA Rollovers

    Gifts of Stock and IRA Rollovers

    Ursuline College offers several additional ways to contribute, including gifts of stock and IRA rollovers.

    Ursuline college student stands beside colorful window3

    Making a Stock Gift

    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 or writing to:

    Sheila Elo
    Ursuline College
    2550 Lander Road
    Pepper Pike, Ohio, 44124

    For further information, please contact Ms. Elo, at 440.646.8356 or We appreciate your support.

    IRA Charitable Rollover

    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.

    How does this work?

    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”

    • Gifts are tax-free up to $100,000 per year
    • Gifts will qualify for all or part of your Required Minimum Distribution
    • IRA holder must be age 70 ½ or older at the time of the gift
    • Gifts must be outright gifts to a charitable organization
    • Distributions may only be made from traditional IRAs or Roth IRAs

    Who benefits from this provision?

    • People who normally do not itemize their deductions can avoid taking the IRA distribution as income and send it directly to charity. This may reduce both their federal and state income tax liability.
    • Individuals whose IRA distributions increase their income to a level where 85% of their social security is taxed may want to make a qualified charitable distribution to reduce their income.
    • Individuals in high income brackets who have large IRAs may have substantial income tax savings not otherwise available because of charitable deduction limitations. A qualified charitable distribution of up to $100,000 may have the three-fold benefit of reducing their taxable income, reducing the value in their IRA, and meeting their Required Minimum Distribution.

    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 Kathleen Wildman at 440.646.6022 or

    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...

    Gifts of Stock

    For more information on making gifts of stock, contact Sheila Elo at 440.646.8356 or write to

    Sheila Elo
    Ursuline College
    2550 Lander Road
    Pepper Pike, Ohio, 44124

    email us 

    IRA Charitable Rollover

    For more information on how you may benefit Ursuline College through an IRA Charitable Rollover gift, please contact Kathleen Wildman at 440.646.6022.

    Email us