Support OLLI Mason
Your gift will support intellectual stimulation, social connection, and community engagement for seniors 50 and over.
Make a Donation by check
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Other Ways of Giving
For those 70½ years old and older, in 2025, you can give up to a maximum of $108,000 per year from your IRA directly to a qualified charity, such as OLLI, without having to pay income taxes on the money. This amount will adjust annually for inflation. This gift option is commonly called the IRA charitable rollover, or you may see it referred to as a qualified charitable distribution (QCD). Beginning in the year you turn 73, you can use your gift to satisfy all or part of your required minimum distribution (RMD). Additionally, those 70½ years old and older can make a one-time election to use IRA funds, up to $54,000, to fund a life-income gift (i.e., charitable gift annuity or charitable trust).
Several OLLI members have created charitable gift funds by transferring appreciated securities and/or other funds which enable them to itemize a larger amount of tax deductions that year. They can use the funds in the Charitable Gift Fund to make contributions to OLLI and other groups over several years.
Several OLLI members have former or current employers who provide charitable matching grants to their contributions. In some cases, these are made directly to OLLI and in other cases through the GMU Check with your company as this is a real multiplier to your contribution.
You can name OLLI a beneficiary of the policy (for a percentage or specific amount). You can also make an outright gift of an existing policy, or make an outright gift of a new policy. Some benefits include: beneficial use of unneeded policies and a tax deduction for premiums of donated policy.
OLLI Mason honors and recognizes those individuals who have included OLLI Mason in their estate plans or have made a legacy gift to the organization. Legacy gifts to OLLI Mason celebrate and promote the tradition of generosity, connectedness, and trust in the mission and values of the program.
Bequest intentions and planned gifts will secure OLLI Mason’s future and ensure that the organization remains at the forefront of lifelong learning. Such gifts might include a bequest and/or appreciated securities, charitable income gifts, such as charitable remainder unitrusts, charitable remainder annuity trusts, IRA qualified distributions or gifts of life insurance.
If you have already made a provision for OLLI Mason in your estate plans, please notify Karen Nash in the OLLI Mason Office at [email protected]. Once you complete your estate plans, please let us know. We would like to thank you for your consideration. If you have not yet done so, we hope that you will consult with your family and choose to make a future gift to OLLI Mason.
Notifying us of your planned donation allows us to thank you and recognize you for the plans you have made, and it may inspire generosity in others. Your name will be published in donor recognition lists unless you choose to remain anonymous, in which case your decision will be honored. The most important benefit, however, you will receive from a planned gift is the satisfaction derived from making a lasting contribution to OLLI Mason’s long-term sustainability.
If you have long-term securities (stocks and/or mutual funds) that have appreciated in value, you can have your broker or mutual fund company transfer the shares to the GMU Foundation for OLLI. This will allow you to avoid capital gains taxes while being able to deduct the full fair market value of the securities in your itemized tax deductions.
You can help yourself while helping OLLI through a Charitable Gift Annuity which provides you a guaranteed income during your lifetime and then the funds will be given to OLLI upon your death. The George Mason University Planned Giving Office can help you establish this type of annuity.
OSHER LIFELONG LEARNING INSTITUTE
AT GEORGE MASON UNIVERSITY
4210 Roberts Rd. Fairfax, VA 22032-1028
Phone: (703) 503-3384
Email: [email protected]
Copyright ©2026 Osher Lifelong Learning Institute. All Rights Reserved.
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OLLI Mason is a nonprofit, equal opportunity 501(c)(3) organization
and does not discriminate on the basis of race, color, or national/ethnic origin.