Gift Planning
Gifts from Retirement Plans at Death
How It Works
- You name the University of Illinois Foundation for the benefit of Illinois as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to the University of Illinois Foundation
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Illinois
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of your designation.
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Office of Gift Planning and Trust Services |
(217) 244-0473 phone |
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