Planned Giving
The tax-free charitable IRA rollover was extended until December 31, 2009 as part of The Emergency Economic Stabilization Act of 2008, signed into law on October 3, 2008. This legislation enables you to make a gift from your IRA to Bastyr University in both 2008 and 2009, and exclude the transferred amount from your taxable income.
- You must be 70 ½ or older
- The transfer must go directly from your IRA to Bastyr University
- Your gift cannot exceed $100,000 per year
- Your gift counts toward your required minimum distribution
- The transferred amount is not included in your taxable income. (There is no income tax deduction for the transfer.)
Please note that transfers to charitable remainder trusts, gift annuities, donor advised funds and private foundations do not qualify.
Read more about our Lasting Legacy program.
For more information contact Bastyr's development office.
Contact us:
Development Office
14500 Juanita Drive NE
Kenmore, WA 98028
Phone: (425) 602-3355
Fax: (425) 823-6222
E-mail:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Bastyr University is a nonprofit educational institution recognized by the Internal Revenue Service as a 501(c)(3) tax exempt organization. All contributions are tax-deductible to the extent provided by law.
Planned Giving 
