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Gifts of Retirement Plans
Click Here for Detailed Explanation
How It Works
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You name Oxford University as
the beneficiary of your IRA, 401(k) or other qualified plan.
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Any residual left in your
plan at your death passes to Oxford University tax-free.
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Benefits
- 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 Oxford University through your will or revocable trust instead.
- You can have the satisfaction of knowing
that your hard-earned retirement assets will support Oxford University when
you are gone.
More
For more information
If you are considering a gift of a retirement plan, email us,
complete the personal illustration form, or
call us at 212 377 4900.
Oxford University
OUDO North American Office
500 Fifth Avenue, 32nd floor
New York, NY 10110
212 377 4900 | Fax: 212 889 4052
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