Gifts by beneficiary designation

Designating the University as a beneficiary of retirement assets, life insurance policies, investment and bank accounts, certificates of deposit, and other assets that are ultimately distributed by beneficiary designation is a simple way to support the University. The assets you designate will be eliminated from your taxable estate at your passing and pass to the University free of income tax.

Designating the University as a beneficiary:

• May be easily changed as your plans change.
• Ensures that the University school, hospital, or program receives the full value of your gift.
• Removes assets from your estate, reducing taxes.
• May allow you to distribute a greater portion of your estate to your heirs.

Instructions to Make a Future Gift to the University in Four Simple Steps