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Download My KitBeneficiary Designations Are Easy and Flexible
Your retirement plan can be a tax-efficient and simple way of supporting CSU through your estate plan. The best method is to name Colorado State University Foundation as a beneficiary on your plan's beneficiary designation form. Retirement plan benefits may include assets held in:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
Here's how to name Colorado State University Foundation as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like us to receive and name the CSU Foundation, along with the specific fund name(s) and number(s) and percentage(s), on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank, or financial institution.
- Complete the Statement of Intent form to let us know of your gift intentions and to ensure peace of mind that your gift will have the desired impact at CSU.
See How It Works
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Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
An Example of How It Works
Robert and Carol treasure the financial help they've been able to give their children and CSU over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left CSU a $75,000 IRA to be transferred following their lifetime. Because CSU is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes – leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
Our Top Free Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit