Gifts from retirement plans at death
How it works
- You name Rochester as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Rochester
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Rochester
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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Which gift is right for you?
Contact us
University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799
Federal Tax ID Number: 16-0743209
1-800-MELIORA (1-800-635-4672)
Phone: (585) 275-8894
Fax: (585) 276-1986
E-mail: giftplanning@rochester.edu
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Disclaimer
Address for US Mail:
University of Rochester
Box 278799
Rochester, NY 14627-8799
Address for deliveries requiring a signature:
(FedEx, UPS, etc...)
University of Rochester
Office of Trusts, Estates & Gift Planning
300 East River Road, #117
Rochester, NY 14623
Phone: (800) MELIORA - (585) 275-8894
Fax: (585) 276-1986
Email: giftplanning@rochester.edu
University of Rochester
Federal Tax ID# 16-0743209