Contact us

Office of Gift Planning
Union College
807 Union Street
Schenectady, NY 12308
Phone: 888-843-4365,
   ext 6156
Fax: 518-388-6060
giftplanning@union.edu


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
Click to
See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to
See Diagram

 

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