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Gifts of Retirement Assets
(Give More for Less)

How it works

You name the University of Denver as the beneficiary of your IRA, 401(k) or other qualified plan.

Any residual left in your plan when you die passes to DU tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to DU.
  • 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 DU through your will or revocable trust instead.
  • You can have the satisfaction of knowing that your hard-earned retirement assets will support DU when you are gone.

For more information

Email us, complete the personal illustration form, or call us at (303) 871-2739 or Toll Free at (800) 448-3238 so that we can assist you through every step of the process.

   
University of Denver || Office of Gift Planning || 2190 E. Asbury Ave. || Denver, CO 80208 || 303.871.2739