Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Amy Eaton
Associate Vice President
Office of Development
503-943-8551
eatona@up.edu

 

University of Portland
5000 N. Willamette Blvd.
Portland, Oregon 97203-5798

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