WAYS TO FULFILL YOUR GIFT IRA – QUALIFIED CHARITABLE DISTRIBUTION (QCD) To fulfill a gift with a QCD, distributions must be made directly from a traditional IRA account* by your IRA administrator to JMU Foundation Inc. Individuals 70½ and older can donate up to a total of $108,000 per year to non-profits such as JMU. (*Gifts from 401(k), 403(b), “ongoing” SEP or SIMPLE IRAs, and other plans do not qualify.) 1) Fill out and sign your IRA administrator’s required distribution forms . 2) Notify your IRA administrator in writing that the documentation accompanying your check must include your name and address. 3) Tell the administrator to send the check payable to James Madison University Foundation, Tax ID: 23-7156305, directly to: JMU Foundation MSC 8501 Harrisonburg, VA 22807 CASH WIRE TRANSFERS To fulfill a pledge using a wire transfer, provide the following information to your bank or financial institution: Domestic Incoming Wires: 4465-1650 Wells Fargo Bank First Clearing, LLC 1 North Jefferson St. Louis, MO 63103 Account number: 4122023377 To ensure proper credit: Further credit: James Madison University Foundation Inc., account #4465-1650 You may confirm wiring instructions with the following Wells Fargo Advisors representatives: T. Edgar Sipe 800-879-9926 or Carole Burke 540-801-3213. CREDIT CARD 420 Montgomery Street San Francisco, CA 94104 ABA Routing Number: 121000248 Beneficiary: When you give using a credit card, a portion (typically 1.5% to 4%) is retained by the credit card company as a processing fee. While your full donation is receipted, these fees reduce the net amount received by our organization. To help ensure your gift has the greatest possible impact, please consider covering the processing fees or fulfilling your pledge by check, wire transfer or a gift of stock. OPTIONS: 1) Go online to give.jmu.edu/pledgepay 2) If you want your own personal link to pay by credit card, please contact your development officer . 3) Call Advancement Gifts and Records at 855-568-4483 (during business hours Monday-Friday, 8-5) to pay by phone. DONOR ADVISED FUNDS Donors Advised Funds cannot legally fulfill a personal pledge. Contact your development officer with any questions you might have.
MSC 3603, 481 Bluestone Dr. Harrisonburg, VA 22807 6.2025 University Advancement
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