Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

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‚Äôs name

Next


Contact Us

Act now to take the steps that you need to do to be a good steward of the resources you intend to leave behind.

Please contact the OSU Foundation Office of Gift Planning or use our form to request more information.