Planned Giving

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Give Retirement Plan Assets

Receive Potential tax savings

If you are like most people, you probably will not use all of your retirement assets during your lifetime. Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plans, is an excellent way to make a gift to University of Dayton.

Gift of Retirement Assets
Retirement Assets
UD
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Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets.
  • Your heirs would avoid income tax on any retirement assets funded on a pretax basis.
  • Receive potential estate tax savings from an estate tax deduction.

How to make a gift of retirement assets

To leave your retirement assets to the University of Dayton, you will need to complete a beneficiary designation form provided by your retirement plan custodian. The University of Dayton will benefit from the full value of your gift because your IRA assets will not be taxed upon transfer, and your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60-70 percent of your retirement assets may be taxed if you simply leave them to your heirs? Instead, consider leaving your heirs assets that receive a step up in bases, such as real estate and stock, and direct your retirement assets to the University of Dayton. The University is not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, or if you have already included the University of Dayton as a beneficiary of your retirement assets please contact us.

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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
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