Gifts from Retirement Plans During Life
(for donors aged 70½ or older)


Gifts from Retirement Plans During Life Age 70½+ Diagram


How It Works

  1. You instruct your plan administrator to make a direct transfer of up to $100,000 to Valpo
  2. Plan administrator makes transfer as directed to Valpo


  • 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



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