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Lifetime Gift from a Retirement Account
(Is this gift for you?)

Make a lifetime gift from a retirement account, after careful review, if...

  • You are over age 70.
  • You want to make a significant outright gift to support one of our programs now.
  • Your other charitable contributions for the year have reached your percentage-deduction limitation.

    Or...
  • You are under age 70, and your tax liability for the year will be low.
  • Your other disposable assets are limited.

    In both cases...
  • You have adequate (or surplus) retirement savings.

For more information

Email us, complete the personal illustration form, or call us at (513) 556-6147 so that we can assist you through every step of the process.




University of Cincinnati Foundation
51 Goodman Drive
Cincinnati, OH 45219-0970
(513) 556-6147





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