Retirement Plan Designation

Naming SMU as beneficiary of all or part of a retirement plan will provide your estate with a charitable estate tax deduction and avoid income tax on the appreciation in the plan. Further, using a retirement plan to fund a Charitable Remainder Trust provides an income stream to beneficiaries for a term of years; after that time, the principal can be distributed to SMU.

 

Call 800-768-9996 to make a gift by phone or to ask a question about making a gift to SMU.