IRA Rollover | Pepperdine University

IRA Rollover

An IRA Rollover is a great way for donors over the age of 70 to make one-time, tax-free gifts to Pepperdine. To make an IRA rollover payment to Pepperdine, simply contact the administrator of your IRA and direct them to make a payment to Pepperdine. An IRA Rollover payment can be made once per year.

Summary

- Available to donors age 70 1/2 and older
- Gifts must be made directly from the IRA account to Pepperdine
- IRA Rollover distributions count toward required minimum distributions

Advantages

- Rollovers of up to $100,000 are excluded from gross income each year - essentially a dollar-for-dollar deduction
- Avoids raising your AGI floor for itemized deductions
- Leaves Social Security "base amount" unaffected, so less benefits are subject to tax
- Minimal paperwork required

DECIDE TO GIVE TO PEPPERDINE 

There are great tax benefits (see above)

You're helping support Pepperdine's mission 

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CONTACT YOUR IRA ADMINISTRATOR

All they have to do is fill out a simple form 

And make a payment directly to Pepperdine

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GET STARTED 

Download this form to get started

Contact Us

Phone

Toll Free

E-mail

(310) 506-4893

(855) 659-5746

curt.portzel@pepperdine.edu