Gifts of Retirement Assets
(Is this gift for you?)
A gift from your Retirement Account is for you
if...
- You hold a 401(k), IRA, or other
retirement plan.
- You prefer to make a gift to
us through your estate plan.
- You want to balance your giving
between providing for your family and for us.
- You want to ensure the most efficient
distribution of the assets in your estate.
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
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