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Giving to Agnes Scott

Giving to Agnes Scott

Make a gift to Agnes Scott from your IRA by January 31 and receive special tax advantages for 2012 or 2013!

NEWS: Charitable IRA Rollover Provision is Back for 2013

Last week, Congress reestablished the Charitable IRA Rollover tax provision for 2013. This allows individuals 70 ½ years or older to make distributions of up to $100,000 from their IRA accounts directly to Agnes Scott College, without recognizing the distribution as income.

And if you act now, you can still make an IRA charitable rollover gift for 2012:

  • Make a gift directly from your IRA by January 31, 2013, and you can apply it to either your 2012 or 2013 tax filing. The funds from your IRA must be directly transferred to Agnes Scott (rather than withdrawn and subsequently given to Agnes Scott).
  • If you took a distribution from an IRA in December 2012, you may make a cash gift of all or part of it by January 31, 2013, and apply it to your 2012 tax filing.

  • You can also make an IRA Charitable Rollover gift at any time in 2013. The tax provision is effective through December 31, 2013.

Please consult with your financial adviser before acting upon this unique opportunity.

Take advantage of this opportunity today and make a difference at Agnes Scott!

Charitable IRA rollovers may be used as outright gifts or pledge payments to any fund at Agnes Scott College, including The Fund for Agnes Scott. Distributions must be made directly from IRA trustee/administrator to a qualifying public charity (you cannot receive the distribution prior to making your gift.) No charitable deduction is allowed (but the distribution is excluded from your income.)

How do you make a gift? Contact your plan administrator to request a distribution from your IRA account to Agnes Scott College under the Charitable IRA Rollover Provision.

Questions? Contact:

Michelle Staes, J.D., director of capital gifts and planned giving, at 404.471.5475 or mstaes@agnesscott.edu

Lee Davis, director, The Fund for Agnes Scott, at 404.471.5448 or ldavis@agnesscott.edu


Agnes Scott maintains a commitment to academic excellence that reflects the joy of learning. This commitment can be sustained only through the generosity of our alumnae, parents and friends. Your support is essential to the college's ability to attract talented students, recruit and retain superlative teacher-scholars and remain one of the nation’s premier liberal arts colleges.