At Death

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name St. John's 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 St. John's
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at St. John's

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

Gift Planning Services
505-984-6109
plannedgiving@sjc.edu

 

St. John’s College
60 College Avenue
Annapolis, MD 21401

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