Ways To Give - Planned

Giving with your IRA

Will you be at least 70 1/2 in 2006 or 2007?
Do you dread adding IRA distributions to your taxable income?

You can make a charitable IRA Rollover to California State University, Fresno to fund the programs dear to you.

Your gift of up to $100,000 per taxpayer in 2006 and up to $100,000 per taxpayer in 2007 will be excluded from your taxable income if you arrange for a transfer of funds directly from your traditional or Roth IRA no sooner than your 70 1/2 birthday. No income percentage limitations are applicable.

Please click here to see sample letters

The information provided is not intended to be legal or tax advice. It is always advisable to consult with a qualified financial and tax advisor.

For more information, please contact:

Carol Widmer, CFP

Director, Planned Giving

559.278.8337

cwidmer@csufresno.edu

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If you have questions or concerns and would like to address them to the Fresno State Campaign staff, please contact us today.

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