Gifts from Retirement Plans at Death

How It Works

1. You name Iliff 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 Iliff
• No federal estate-tax liability
• You make a significant gift for the programs you support at Iliff

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options

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