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Give from Your IRAUniversity of Wisconsin Foundation 2026

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The document is an IRA Qualified Charitable Distribution Form that allows individuals aged 70½ or older to make tax-free charitable contributions from their IRAs, with a minimum of $500 and a maximum of $100,000 per year. It includes sections for participant information, distribution details, tax withholding information, and requires the participant's signature. The form emphasizes the need to verify the charity's qualification and suggests consulting a tax advisor for personalized advice.

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Click ‘Get Form’ to open it in the editor.
Begin with the Participant Information section. Fill in your name, date of birth, address, and Social Security number. Select the type of IRA you are using for this distribution.
In the Amount to be Liquidated and Distribution Information section, specify the amount you wish to contribute (minimum $500 up to $100,000). Provide the name and address of the qualified charity you are donating to.
Indicate if you wish to remain anonymous by checking the appropriate box. If not, your name will appear on the memo line of the check.
Complete the Tax Withholding section by reviewing information regarding qualified charitable distributions (QCDs) and ensure you meet all requirements.
Finally, sign and date the form in the Signature and Date section. Remember to keep a copy for your records.

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Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (24 Votes)
2023	4.8 Satisfied (32 Votes)
2009	4 Satisfied (22 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you donate directly from your IRA?

Studies show that gifting funds directly from your IRA is one of the most tax beneficial means of charitable giving. While this donation cannot be claimed as a charitable deduction, donors could realize other benefits by reducing their taxable income in this way.

How is the University of Wisconsin funded?

State tax dollars plus tuition have built UWMadison into one of the top public universities in the world and one of the top three research universities in the country.

What is the federal ID number for University of Wisconsin-Madison?

University of Wisconsin-Madison Institutional Information Legal Name of ApplicantThe Board of Regents of the University of Wisconsin System Employer Identification Number (EIN) and Federal Tax ID Number 39600649212 more rows

Is the University of Wisconsin a 501c3 organization?

The University of Wisconsin Foundation is a 501(c)(3) tax-exempt organization, also exempt as a public charity under 509(a)(1), and 170(b)(1)(A)(iv) of the IRS Code. The University of Wisconsin Foundation raises, invests, and solicits private contributions for the benefit of The University of Wisconsin - Madison.

Is UW Madison a 501c3?

The parent DUNS numbers for the University of Wisconsin System is 041188822. The University of Wisconsin-Madison also has the DUNS number 626535538 under the legal name University of Wisconsin System doing business as (DBA) University of Wisconsin Madison.

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