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Retirement Plan Gift

You can give the balance of your retirement plan to Penn State. Actually, the plan may be worth more to Penn State in the form of a charitable gift than to your heirs in the form of taxable income.

You can give your retirement plan assets to Penn State by:

  • Passing the plan directly to Penn State as the primary beneficiary
  • Creating a deferred giving option that will provide annual income to you or a family member for life

When you name Penn State as the beneficiary of your retirement plan and leave other assets to your family, you will provide Penn State with valuable resources while reducing income and estate tax for your heirs.

Penn State’s Office of Gift Planning will confidentially answer your questions about giving and work closely with your legal, tax, and other advisers to come up with an integrated plan that meets each of your personal goals. Please contact us anytime or click here to learn more.