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IRA
ROLLOVER INSTRUCTIONS:
STEP
ONE:
Call the IRA
Custodian (Fidelity, Vanguard, T. Rowe Price, etc.) that holds your
IRA. Ask the representative you speak with to have a check made payable
to the "Trustees of Dartmouth College" in the amount you
choose. In addition, please ask him/her to identify on the check your
name as donor. Mail the check to this address below:
IRA Gifts
Dartmouth College
6066 Development
Office
Hanover , NH
03755-3555
STEP
TWO:
Call Kathleen Martin at 603-646-1298
(or e-mail her at kathleen.c.martin@dartmouth.edu
) and let her know:
- The Amount the check
is for
- The Name of the
IRA Custodian (Fidelity, etc.)
- If it is an unrestricted
gift to the Dartmouth College Fund, or if it's a restricted gift
(and if so, please describe the details)---OR if it's a combination
of the two
- When the check is
due to arrive at Dartmouth
That's it! Kathleen will help
make sure that, upon its arrival at Dartmouth , the check is applied
as you wish.
Dartmouth
contact person regarding
IRA
Charitable Rollover Donations:
Kathleen C. Martin
Associate Director
of Information Resources/Recording Secretary
Dartmouth College
6066 Development
Office
Hanover , NH
03755-3555
TEL: 603-646-1298
FAX: 603-646-3340
E-MAIL: kathleen.c.martin@dartmouth.edu
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