Gifts of Retirement Plans at Death

gifts-of-retirement-assets-estate.png

How It Works

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

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

Melissa Mencotti
Director of Gift Planning
814-332-6519
giftplan@allegheny.edu

 

Allegheny College
520 North Main Street
Meadville, PA 16335

Back

© Pentera, Inc. Planned giving content. All rights reserved.