Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Empire State University 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 Empire State University
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at SUNY Empire

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

Toby Tobrocke
Director of Development
518-580-4805
Toby.Tobrocke@esc.edu

 

The Empire State University Foundation
28 Union Ave.
Saratoga Springs, NY 12866

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Disclaimer

Questions?

We are always happy to hear from alumni, students, and other friends of the university.

For general inquiries, dial extension 2248.
Our fax number is 518-580-0700.

800-847-3000