|
||||||||||||||||||
 Gift of Retirement AssetsGift of Retirement Assets
Retirement Assets
MSU Foundation
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to Montana State University Alumni Foundation.
If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission. Give your retirement assets in your willDid you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to Montana State University Alumni Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. How to transfer your retirement assetsYour retirement assets may be transferred to Montana State University Alumni Foundation by completing a beneficiary designation form provided by your plan custodian. If you designate Montana State University Alumni Foundation as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift. |
||||||||||||||||||
