Gifts of Retirement Assets
(Gift illustration)

How it works

	You name the University of Connecticut Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to the University of Connecticut Foundation tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the University of Connecticut Foundation.
• Give the most-taxed asset in your estate to the University of Connecticut Foundation, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at 860.486.6135 so that we can assist you through every step of the process.

Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu