Jack ’62 and Diane (Polzin) ’64 Loppnow

A Carroll education changed the lives of Jack and Diane (Polzin) Loppnow.

Now, more than five decades after graduation, they’re helping us transform the lives of today’s Pioneers by making a financial gift to Carroll from their retirement accounts. The law allows individuals to use retirement-plan assets as charitable gifts and receive significant tax advantages.

“We have never considered ourselves to be ‘big donors,’ but we know that every gift counts—big or small. So we give as we are able. IRA giving at our age seems a no-brainer to maximize our gifts.”

Want to make an immediate gift with your IRA? You can use your retirement account to make a gift during your lifetime. If you are 70½ or older, you can directly transfer up to $100,000 per year to a qualified charitable cause like Carroll University. The transfer counts toward your required minimum distribution (RMD) and you do not have to pay federal income tax on it. Contact us for more information about how to create a meaningful legacy by using your IRA to benefit Carroll. It’s a no-brainer.