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Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

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

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

 

Contact Us

Jason Boice
Assistant Vice President of Advancement
864-833-8265
jtboice@presby.edu
Federal Tax ID Number: 57-0314408

Presbyterian College
ATTN: Jason Boice
503 S. Broad Street
Clinton, SC 29325

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