IRA Rollover is Back

Rollover Your IRA to Dartmouth—Tax Free

Good news: President Obama has signed the American Taxpayer Relief Act of 2012—extending the Charitable IRA Rollover through 2013.

If you are 70.5 years or older, you can now make a tax-free distribution from your IRA to Dartmouth (including the professional schools). Any qualified contribution up to $100,000 counts toward your required minimum distribution.

Transfers must be made before January 1, 2014.

Contributions must be made directly from your IRA. We are happy to work with your plan administrator to arrange a distribution of any amount up to $100,000.

Instructions

1. Call the IRA custodian (Fidelity, Vanguard, Schwab, etc.) holding your IRA. Ask the representative to cut a check for the amount you choose, up to $100,000, made out to "Trustees of Dartmouth College."

   Mail the check to:

   Office of Gift Recording
   Dartmouth College
   6066 Development Office
   Hanover, NH 03755-4400

2. Call Kathleen Martin at 603-646-1298 or e-mail her at kathleen.c.martin@dartmouth.edu. Let her know:

   • your name and class year
   • the amount of your check
   • the name of the IRA custodian (Fidelity, etc.)
   • if the gift is an unrestricted gift through the Dartmouth College Fund, an restricted gift (if restricted, please describe the details), or a combination of the two
   • when the check is due to arrive at Dartmouth

   Kathleen will help make sure that, upon its arrival, the check is applied as you wish.

Dartmouth contact person regarding IRA Charitable Rollover Donations

Kathleen Martin
Associate Director of Information Resources/Recording Secretary
Dartmouth College
6066 Development Office
Hanover, NH 03755-4400

Phone: 603-646-1298
Fax: 603-646-3340

To learn more, contact the Dartmouth Gift Planning Office at Gift.Planning@Dartmouth.eduor 800-451-4067