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Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail

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See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail

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See Diagram


IRA Rollover Gifts:
Aged 70½ or Older
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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See Diagram

More Information

Contact Us

Telephone: (415) 476-1475
Fax: (415) 476-0601
Email: giftplanning@ucsf.edu

 

Office of Gift & Endowment Planning
University of California, San Francisco
220 Montgomery Street, 5th Floor
San Francisco, CA 94104

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