Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name Rose-Hulman Institute of Technology 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 Rose-Hulman Institute of Technology
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Rose-Hulman Institute of Technology

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

 

Contact Us

Cora Griffin Grounds
Director of Planned Giving
(812) 877-8760 or (812) 229-0618
griffin@rose-hulman.edu

Rose-Hulman Institute of Technology
Office of Institutional Advancement
5500 Wabash Avenue
Terre Haute, IN 47803

Back

Return to Top