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Gift Planning

Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Retirement Assets Lifetime.png
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See Diagram

Estate Gifts
Retirement Assets Estate.png
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See Diagram


IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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See Diagram

More Information

Contact Us

University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799

 

1-800-MELIORA (1-800-635-4672)
Phone: 585-275-8894
Fax: 585-276-1986
E-mail: giftplanning@rochester.edu

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