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  • 1.  Deferred Compensation Plan Distribution

    Posted 12-10-2024 02:45 PM

    Hello, We have a donor that participates in a deferred compensation program and they want to transfer it to our University as a tax free gift similar to a QCD for an IRA account.  Is this possible?  If not, are there other options for them to donate this asset to our nonprofit as a tax benefit?



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    Stephanie Pollock
    Oakland University
    spollock@oakland.edu
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  • 2.  RE: Deferred Compensation Plan Distribution

    Posted 12-10-2024 03:05 PM
    As always, it depends. Your donor must obtain advice from their tax and finance people. You should NOT counsel them on what to do or how to do it.

    This link, however, might be useful:




    Original Message


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