Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

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

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

Contact Us

Shawn J. Lyons 
Vice President and Director of Philanthropy
859-227-0987
shawn@prichardcommittee.org

The Prichard Committee for Academic Excellence
2285 Executive Drive, Suite 120 
Lexington, KY 40505
Federal Tax ID#: 61-1026214

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