Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

Judy Linder
Director of Major Gifts and Planned Giving
Phone: 973-720-2309
Email: linderj@wpunj.edu

 

William Paterson University Foundation
300 Pompton Road
Wayne, NJ 07470

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