Marshall University Foundation
E. A. Zimmerman
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
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Related Links
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Gifts of Retirement Assets
Give More for Less
How it works
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You name The Marshall University Foundation, Inc. as the beneficiary
of your IRA, 401(k) or other qualified plan. |
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Any residual left in your plan when you die passes to the MU Foundation tax-free. |
Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to the MU Foundation.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to the MU Foundation through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support the MU Foundation when you are gone.