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 HUC 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 HUC
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at HUC

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

Contact Us

Anat Becker, JD
National Director of Legacy Giving
212-824-2228
abecker@huc.edu
Tax ID Number: 31-0537067

Hebrew Union College
One West Fourth St.
New York, NY 10012-1186

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