Gifts from Retirement Plans at Death
How It Works
- You name Houghton 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 Houghton
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Houghton
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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Contact Us
Karl Sisson
Vice President for Advancement and External Engagement
585.567.9558
Karl.sisson@houghton.edu
Houghton University
One Willard Avenue
Houghton, NY 14744
Federal Tax ID Number: 16-0743045
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