Charitable IRA Rollover is back…For Good!

On December 18, 2015 the Protecting Americans from Tax Hikes (PATH) Act was signed into law making permanent what is popularly known as the Charitable IRA Rollover. This law enables you and other charitable taxpayers to support 501(c)(3) organizations through direct IRA transfers. Simply follow the guidelines and gift instructions detailed below.

Requirements and Restrictions for IRA Rollover Gifts

How to Make a Charitable IRA Rollover Gift

Instruct your IRA custodian to make a Charitable IRA Rollover gift to SMWC and make the check payable to "Saint Mary-of-the-Woods College.” SMWC Tax ID number: 35-1065063.

Have your IRA custodian send your gift to:

Saint Mary-of-the-Woods College
Office of Advancement
PO Box 70
Saint Mary-of-the-Woods, IN 47876

IMPORTANT: When you speak with your IRA custodian, please ensure they include information on the check that identifies you as the donor.

Contact Us

If you have any questions, please contact SMWC’s Planned Gifts office at 812-535-5101, toll-free at 888-769-0013 or email us at kdyer(at)