Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name PLU 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 PLU
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at PLU

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

Contact Us

Douglas Page
Gift Planning
Office of Advancement
253-535-7177
giftplanning@plu.edu

 

Pacific Lutheran University
12180 Park Avenue S.
Tacoma, WA 98447

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