Support
Planned Giving
Gifts from Retirement Plans During Life
How It Works
- You take a distribution from your qualified retirement plan or IRA that is includable in your gross income
- You make a gift of the distribution or of other assets equal in value to the distribution
- You receive an offsetting charitable deduction
- If you are 70½ or older, read ahead about the IRA rollover opportunity available to you
Benefits
- You may draw on perhaps your largest source of assets to support the programs that are important to you at Woodberry
- The distribution offsets your minimum required distribution
- If you use appreciated securities instead of cash from your distribution to make your gift, you'll avoid the capital-gain tax on the appreciation
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Dodie Chavez '85 Federal Tax ID Number: 54-0519590 |
Woodberry Forest School |
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Disclaimer
Woodberry Forest admits students of any race, color, sexual orientation, disability, religious belief, and national or ethnic origin to all of the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, sexual orientation, disability, religious belief, or national or ethnic origin in the administration of its educational policies, admissions policies, scholarship and loan programs, and athletic or other school-administered programs. The school is authorized under federal law to enroll nonimmigrant students.