Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name Utah as beneficiary for part or all of your retirement-plan benefits
  2. 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.

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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