Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
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See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
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See Diagram


IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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See Diagram

 

More Information

Contact Us

University of Illinois Foundation
Office of Gift Planning and Trust Services
1305 W. Green Street MC-386
Urbana, IL 61801

 

(217) 244-0473 phone
(217) 333-5577 facsimile
GPinfo@uif.uillinois.edu

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