How It Works

  • You name the College as the beneficiary of your IRA, 401(k) or other qualified plan.
  • Any residual left in your plan at your death passes to the College tax-free.


  • You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
  • You can continue to take withdrawals during your lifetime.
  • You can change your beneficiary if your circumstances change.
  • You can elect to leave retirement plan assets to the College through your will or revocable trust instead.
  • You can have the satisfaction of knowing that your hard-earned retirement assets will support the College when you are gone.

Educational Opportunities