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MAKING A GIFT FROM AN IRA TO CAL POLY THE IRA GIFT DETAILS The charitable IRA rollover allows you to make a distribution from your Traditional or Roth IRA as a charitable gift and count towards your

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What is making a gift from?

Making a gift from is the act of giving someone something of value without expecting anything in return.

Who is required to file making a gift from?

Any individual or entity who makes a gift above a certain value threshold may be required to file a gift tax return with the IRS.

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To fill out a gift tax return, you will need to provide information on the gift giver, recipient, and the value of the gift.

What is the purpose of making a gift from?

The purpose of making a gift from is to ensure that gifts above a certain value are reported to the IRS and potentially subject to gift tax.

What information must be reported on making a gift from?

Information such as the gift giver and recipient's names, relationship, and the value of the gift must be reported on a gift tax return.

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