Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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 Bess
Associate Vice President for Institutional Advancement
Ph: 563-588-7969
amy.bess@loras.edu

 

Loras College
1450 Alta Vista Street
Dubuque, IA 52001

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