Gifts of Retirement Assets (Gift illustration)

How it works

	You name the University of Colorado Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to the University of Colorado Foundation tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the University of Colorado Foundation.
• Give the most-taxed asset in your estate to the University of Colorado Foundation, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.

University of Colorado Foundation
Gift Planning Group
4740 Walnut Street
Boulder,Colorado 80301
(800) 405-9488 | Fax: (303) 541-1397