Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Terence Abad
Executive Director
415.759.7830
terry.abad@lowellalumni.org

 

Lowell Alumni Association
PO Box 320009
San Francisco, CA 94132

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