Retirement Plan (IRA) Gifts

Charitable Gifts Through Your IRA

If you are age 70½ or older, giving directly from your IRA is a simple way to support the Morgridge Institute for Research. You can do this with a Qualified Charitable Distribution (QCD) from your IRA.

The funds are transferred directly from your IRA to the Morgridge Institute for Research Foundation and a QCD does not generate taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.

Basic Information

Legal Name

All charitable gifts should be directed to the Morgridge Institute for Research Foundation, a Wisconsin non-profit corporation.

Federal Tax Identification Number

82-2760376

Mailing Address

Morgridge Institute for Research Foundation
Office of Development
330 North Orchard Street
Madison, WI 53715

Benefits of an IRA-Qualified Charitable Distribution

  • Avoid taxes on transfers of up to $100,000 from your IRA to the Morgridge Institute
  • Satisfy your Required Minimum Distribution (RMD) for the year
  • No charitable deduction is allowed, but the IRA distribution is not included in taxable income
  • Support Fearless Science at the Morgridge Institute

How to make an IRA-Qualified Charitable Distributions

Contact your IRA plan administrator and request that a Qualified Charitable Distribution (QCD) be transferred directly to:

Morgridge Institute for Research Foundation
Office of Development
330 North Orchard Street
Madison, WI 53715
Federal Tax Identification Number: 82-2760376

Please don’t hesitate to contact Bill Swisher for assistance and support.

Your IRA funds of cash or stock in any amount (up to $100,000) will be directly transferred to support Fearless Science. IRA Qualified Charitable Distribution gifts do not qualify for a charitable deduction.

Contact Us

When you give a gift through your IRA, please email or call us to let us know. We’ll need your name, address, and phone number so we can properly credit and recognize you and your gift.

If you have any questions about making an IRA Qualified Charitable Distribution or would like your gift used for a specific purpose, please get in touch with Bill Swisher. We are happy to assist you and answer any questions you may have.