Gifts of Retirement Assets
(Gift illustration)

How it works

	You name the Binghamton University Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to the Binghamton University Foundation tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the Binghamton University Foundation.
• Give the most-taxed asset in your estate to the Binghamton University Foundation, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at 607-777-4712 so that we can assist you through every step of the process.

The Binghamton University Foundation
Office of Gift Planning
P.O. Box 6005
Binghamton, NY 13902-6005
607-777-4712 | Fax: 607-777-2945