Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name the University of Illinois Foundation for the benefit of UIS 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 University of Illinois Foundation
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at UIS

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of your designation.

More Information

Contact Us

Justin T. Seno, CFP®
Director of Gift Planning
Office of Gift Planning and Trust Services
University of Illinois Foundation
1305 W. Green Street, MC-386
Urbana, IL 61801
(217) 244-8273 phone
(217) 333-5577 facsimile
jtseno@uif.uillinois.edu

 

University of Illinois Foundation
1305 W. Green Street
Urbana, IL 61801

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