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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 UHF 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 UHF
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at UHF

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

Allison Ohanian
Associate Vice President of Gift Planning and Donor Development
808-956-0386
Allison.Ohanian@UHFoundation.org
Federal Tax ID Number: 99-0085260

 

University of Hawai'i Foundation
1810 University Avenue, Suite 300
Honolulu, HI 96822

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