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 Peddie
- 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
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Which Gift Is Right for You?
Contact Us
Amy Cabot
Director of Gift Planning
and Leadership Giving Officer
(609) 944-7614
acabot@peddie.org
The Peddie School
Office of Alumni & Development
201 S. Main Street
Hightstown, NJ 08520
Federal Tax ID Number: 21-0634492
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