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    Gifts of Retirement Assets

    A gift of retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to Case Western Reserve University.

    If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

    Gift of Retirement Assets
    Retirement Assets
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    Leave your retirement assets to us

    Did you know that 60%-65% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to Case Western Reserve University. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

    How to transfer your retirement assets

    Your retirement assets may be transferred to Case Western Reserve University by completing a beneficiary designation form provided by your plan custodian. If you designate Case Western Reserve University as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.