Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

April Mazza
Associate Vice President of Philanthropy
315-944-5833
amazza@ithaca.edu

 

Ithaca College
953 Danby Road
Ithaca, NY 14850
Federal Tax ID Number: 15-0532204

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