Gifts from Retirement Plans at Death

How It Works
- You name Utah as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Utah
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Utah
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Contact Us
Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu
Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu
Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu
801-581-6824
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