Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

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

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

UCS Planned Giving Office
Tracy Donahoe
Samantha Akiha
Eric St. Jacques

 

2 Brattle Square
Cambridge MA 02138
(617) 301-8095
plannedgiving@ucsusa.org

UCS Tax ID #: 04-2535767

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