Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Christy Graf
Director of Major and Planned Giving
(219) 464-6152
giftplanning@valpo.edu

 

Advancement - Heritage Hall
Valparaiso University
510 Freeman St.
Valparaiso, IN 46383

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