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

How It Works

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

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

Lara Turek, CFRE
Assistant Vice Chancellor, University Advancement
turekl@mst.edu
(573) 341-6965

University Advancement
107 Castleman Hall
400 West 10th Street
Rolla, MO 65409

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