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Gift Planning

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  4. Gifts from Retirement Plans
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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

Click to
See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail

Click to
See Diagram

 

“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts: Aged 70 1/2 or Older Thumbnail

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The mission of the University of Alaska Foundation is to seek, secure, and steward philanthropic support in partnership with the University of Alaska system to help shape Alaska's future.

Tax ID: 23-7394620

 

ANCHORAGE OFFICE
1815 Bragaw Street, Suite 206
Anchorage, AK 99508
907-786-1111
foundation@alaska.edu

FAIRBANKS OFFICE
2025 Yukon Drive, Suite 208
PO Box 755080
Fairbanks, AK 99775
907-450-8030
foundation@alaska.edu


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