Gifts from Retirement Plans at Death

Diagram Description

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

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.

 

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Contact Us

Sue Loiland, CFRE P '12

Senior Gift Planner

Phone: 253.535.8421

Fax: 253.535.8377

Email: loilansm@plu.edu

 

Jennie Griek, CAP®, CFRE '02

Gift Planner

Phone: 253.535.7156

Fax: 253.535.8377

Email: jgriek@plu.edu

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

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