Retirement Accounts
This type of charitable bequest escapes both estate and income taxes entirely when used to make a charitable gift to the University of Nevada, Reno Foundation.
Unlike many other types of assets, retirement plan accounts are potentially subject to double federeal taxation - both the income and estate tax.
These retirement accounts involve individual pension and profit sharing plans, as well as 403b, 401k and IRA accounts.
Because these plan assets are so highly taxed when transferred to your family members, including our University Foundation as the beneficiary serves as a successful tax-wise gift strategy.
Our Planned Giving office will be happy to supply additional information:
Contact:
Robert M. Eggleston or Lisa Riley
University of Nevada, Reno
Planned Giving
1664 N. Virginia St. / Mail Stop 107
Reno, NV 89557
Phone:
(775) 784-6622
