Planned Giving

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Rhonda McClung
Assistant Vice President for Gift Planning and Development
(940) 397-4728
rhonda.mcclung@msutexas.edu

 

3410 Taft Blvd.
Hardin 110
Wichita Falls, TX 76308

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