Legacy Giving

Legacy Giving

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Houghton 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 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.

More Information

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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