Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name UTFI 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 UTFI
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at UTHSC

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

More Information

Contact Us

Bethany K. Goolsby, JD
Associate Vice Chancellor for Development
(901) 448-8212
bgoolsby@uthsc.edu

 

The University of Tennessee
Health Science Center
62 S. Dunlap, Suite 500
Memphis, TN 38163

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