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Contact Information
Planned Giving Office

Sally Cleary, CFRE
Vice President for Institutional Advancement
Phone: (973) 290-4455
scleary@cse.edu

Lisa Marie Gerondeau
Senior Director of Development
Phone: (973) 290-4711
lgerondeau@cse.edu

IRA Charitable Rollover

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The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to College of Saint Elizabeth using your qualified retirement plan. This gift may also satisfy your required minimum distribution (RMD).

How Do I Qualify?

  • You must be 70 ½ years old or older at the time of the gift
  • Gifts must go directly from your IRA to College of Saint Elizabeth
  • Gifts must come from a traditional IRA or Roth IRA account
  • Gifts cannot exceed $100,000 per donor

Benefits of an IRA Charitable Rollover:

  • Gifts can satisfy your RMD without increasing your income taxes
  • You will not pay taxes on your IRA withdrawal when gifted to College of Saint Elizabeth
  • You may direct your gift to a program of your choice
  • It is a wonderful way to create an immediate impact in the lives of students

College of Saint Elizabeth can provide you with a letter to send to your IRA administrator to make an IRA charitable rollover. If you are interested in making such a gift or would like more information, please call (973) 290-4455 or email scleary@cse.edu.

 

Who We Are

Founded in 1899 by the Sisters of Charity of Saint Elizabeth, the College of Saint Elizabeth has a strong tradition of concern for the poor, for developing leadership in a spirit of service and social responsibility, and a commitment to the promotion of women as full partners in society.

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College of Saint Elizabeth
2 Convent Road
Morristown, NJ 07960-6989
973-290-4000

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