Giving Through Your Retirement Plan Or Life Insurance


With the permanent enactment of the Charitable IRA Rollover provision in December 2015, all Brothers aged 70 1/2 or older are able to make direct donations to the Triangle Education Foundation from their qualified IRA retirement plans.

Making a donation from your IRA to the TEF is easy and can help you meet you minimum yearly distribution requirements. This gift is easy to make and can be done by completing the following steps:

1. Call your IRA plan administrator and tell them you'd like to make a gift from your IRA yearly distribution to the Triangle Education Foundation
2. Provide them with the following information:
Legal Name: Triangle Education Foundation
Address: 120 S. Center St., Plainfield, IN 46168
Phone: 317-837-9641
EIN/Tax ID number: 23-7063427
3. Phone TEF to let us know you've made the gift so we can be on the lookout for it and properly thank you for this gift

For questions on IRA giving or any other giving vehicles, please contact Amy Buchheit, CFRE, Senior Director of Development, at abuchheit@triangle.org or 317-203-7759

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