Giving from Your Retirement Plan

Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce Uncle Sam's cut, and support University of San Francisco far into the future.

How It Works

  • Name University of San Francisco as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to University of San Francisco by contacting your plan administrator.
  • Important! Tell University of San Francisco about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.

Make a “Tax-Free” Gift Through Your IRA

  • IRA Charitable Rollover is Now Permanent
    • If you’re 70½ or older, you can give directly from your IRA instead of taking the required minimum distribution in cash without incurring a tax liability.

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.

Office of Gift Planning

M—F, 8:30 a.m.—5 p.m. PST

415-422-​4163 giftplanning.usfca.edu 2130 Fulton Street
Lone Mountain Rossi,
3rd Floor
San Francisco, CA 94117-1080