|
How It Works
 |
You name Sam Houston State University as the beneficiary
of your IRA, 401(k) or other qualified plan.
|
 |
Any residual left in your plan at your death passes to SHSU tax-free.
|
Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to SHSU through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Sam Houston State University when you are gone.
More
For more information
If you are considering a gift of a retirement plan, email us, complete the personal illustration form, or call us at (936) 294-3625.
|
PLANNED GIVING LINKS
Welcome
1879 Society
Meet Our Donors
Ways to Give
PLAN-A-GIFT®
Gift Plans
Assets You Can Give
Frequently Asked Questions
Glossary
Gift Calculator
Personal Illustration
Attorney Information
Development Team
|
