Gifts from Retirement Plans During Life
(for donors aged 70½ or older)
How It Works
- You instruct your plan administrator to make a direct transfer to Valpo
- Your plan administrator makes transfer of up to $100,000 to Valpo
Benefits
- Your gift is transferred directly to Valpo and is excluded from your gross income*
- Your gift will count towards your minimum distribution requirement
- You support the programs that are important to you at Valpo
*No income-tax deduction is allowed for the transfer.
Next Steps
- Read a detailed description of this gift
- Contact us to learn more about this gift plan or other options
- Request an eBrochure with more information about this gift
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