Gifts from Retirement Plans at Death
How It Works
- You name Ave Maria University as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Ave Maria University
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Ave Maria University
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Which Gift Is Right for You?
Contact Us
Beatrice T. Sanford
Planned Giving/Donor Engagement Specialist
239-280-1670
Beatrice.Sanford@avemaria.edu
Ave Maria University
5050 Ave Maria Blvd.
Ave Maria, FL 34142
Federal Tax ID Number: 03-0482006
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