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Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

FIU Office of Estate & Planned Giving
305-348-7423
planned@fiu.edu

 

11200 SW 8th Street
MARC 5th Floor
Miami, FL 33199

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