Giving from Your Retirement Plan

Leave family the balance of savings and checking accounts, and donate double-taxed assets like IRAs to us.


How It Works

  • Name The Oregon State University Foundation as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to Oregon State University Foundation after your death.

Important Related Topics

Benefits

  • Avoid the potential double taxation your retirement savings would face if you designated them to your heirs.
  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Leave a lasting legacy by creating an endowed fund in your or your family's name

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