Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Beatrice T. Sanford
Planned Giving/Donor Engagement Specialist
239-280-1670
Beatrice.Sanford@avemaria.edu

 

Ave Maria University
5050 Ave Maria Blvd.
Ave Maria, FL 34142

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