Retirement Plans

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Retirement Plans

Overview

Enjoy Ease and Flexibility

Giving through your retirement plan is an excellent way to support the University. The assets you designate will be eliminated from your taxable estate at your death, and retirement assets will also pass free of income tax. You can adjust your designation at any time.

Designating the University as a beneficiary of your retirement plan:

  • Ensures that the University school, program, or foundation receives the full value of your gift.
  • Removes assets from your estate, reducing estate tax.
  • May allow you to distribute a greater portion of your estate to your heirs.
  • May be easily changed as your plans change.