Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

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

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

Sive Nogada
Director of Development
(415) 485-3222
sive.nogada@dominican.edu

 

Dominican University of California
ATTN: Sive Nogada
50 Acacia Avenue
San Rafael, CA 94901
Federal Tax ID Number: 94-1156525

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