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Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Marya E. Jones, J.D.
Phone: 317.962.1891
Cell: 317.750.4857
mjones68@iuhealth.org

 

1633 N. Capitol Avenue, Suite 1200
Indianapolis, IN 46202