On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The IRA Charitable Rollover provision, initially enacted in 2006, was extended through 2011.
We urge you to consult your professional advisors regarding this charitable IRA rollover opportunity. To help ensure that your gift meets all requirements as a qualified charitable distribution, please feel free to contact the Office of Gift Planning. The office can also assist you with any questions regarding making Carolina a beneficiary of your retirement plan.
Your plan administrator should mail your distribution to the following address: The University of North Carolina at Chapel Hill, Office of Gift Planning, Post Office Box 309 Chapel Hill, North Carolina 27514-0309. You can download a sample letter here to send to your plan administrator making your request.
IRA Rollover distributions can be directed to the following:
|Entity||Tax ID No.||For the benefit of...|
|The University of North Carolina at Chapel Hill||56-6001393||any UNC school, unit or department|
|The University of North Carolina at Chapel Hill Foundation, Inc.||59-1711424||any UNC school, unit, department or affiliated foundation|
|The University of North Carolina at Chapel Hill Arts and Sciences Foundation, Inc.||56-1150509||College of Arts and Sciences|
|The Pharmacy Foundation of North Carolina, Inc.||56-6037918||Eshelman School of Pharmacy|
|The University of North Carolina at Chapel Hill School of Public Health Foundation, Inc.||56-1717285||Gillings School of Global Public Health|
|The Kenan-Flagler Business School Foundation, Inc.||56-0771850||Kenan-Flagler Business School|
|The Morehead-Cain Scholarship Foundation||56-2462593||Morehead-Cain Scholarship Program|
|The Botanical Garden Foundation, Inc.||56-6076622||North Carolina Botanical Garden|
|The Educational Foundation, Inc.||56-6058412||Rams Club|
|The Dental Foundation of North Carolina, Inc.||56-6304130||School of Dentistry|
|The University of North Carolina at Chapel Hill School of Education Foundation, Inc.||58-1713621||School of Education|
|The School of Government Foundation, Inc.||56-1966429||School of Government|
|The School of Journalism and Mass Communication Foundation of North Carolina, Inc.||56-6034739||School of Journalism and Mass Communication|
|The U.N.C. Law Foundation, Inc.||56-0934173||School of Law|
|The Medical Foundation of North Carolina, Inc.||56-6057494||School of Medicine|
|The University of North Carolina at Chapel Hill School of Nursing Foundation, Inc.||58-1508175||School of Nursing|
|The School of Social Work Foundation, Inc.||58-1623883||School of Social Work|