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Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Jefferson far into the future.

How It Works

  • Name Jefferson as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Jefferson by contacting your plan administrator.
  • Important! Tell Jefferson about your gift. Your plan administrator is not obligated to notify us. So if you don't tell us, we may not know.

Make a “Tax-Free” Gift Through Your IRA

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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Questions?

Contact us at (215) 955-1635 or 1-877-JEFF-GIFT (toll free)

(Monday through Friday, 8 a.m. to 5 p.m. EST, or leave a message and we will return your call within 24 hours of retrieval)
Contact Us

Jefferson Office of Institutional Advancement
125 S. 9th Street, Suite 700
Philadelphia, PA 19107

Looking for someone specific?

Visit our Staff Directory

Phone: (877) 533-3443
Email: alumni.support@jefferson.edu