Gifts from Retirement Plans During Life

Diagram Description

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 D-E
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

Request an eBrochure

Request an eBrochure with more information about this gift.

Which Gift Is Right for You?

Find out which gifts match you best with our Life Stage Gift Planner™.

Maria Gardner
Director of Alumni Affairs and School Archivist
sanchm@d-e.org
(201) 227-3111

Dwight-Englewood School
315 E. Palisade Avenue
Englewood, NJ 07631

Back

Dwight-Englewood is a non-profit corporation accredited by the Middle States Association of Colleges and Secondary Schools and the New Jersey Association of Independent Schools. Dwight-Englewood School is an equal opportunity employer and does not discriminate on the basis of sex, ethnicity, age, national origin, religion, genetic information, marital status, sexual orientation, gender identity, pregnancy or military veteran status. The diversity of our student body supports our commitment to employ a diverse faculty and staff. Educators and staff from all backgrounds who bring knowledge and expertise in equity, diversity and multicultural education are especially encouraged to apply.

Mailing Address: 315 East Palisade Avenue Englewood, NJ 07631

gps: 81 Lincoln Street, Englewood, NJ 07631

201-569-9500 Email: d-e@d-e.org

Located in Englewood, New Jersey, Dwight-Englewood is a greater New York City area private school with a rigorous college prep curriculum for boys and girls in preschool through grade 12.