Gifts from Retirement Plans at Death
How It Works
- You name the University of 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 the University of Utah
- No federal estate tax on the funds
- You make a significant gift for the programs you support at the University of 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.
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Jessica Nelson, J.D. Tiffany Lopez, J.D. |
Ann Morse, J.D. |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer