Giving from Your 401k or IRA Retirement Plan

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 SHSU far into the future.

How It Works

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

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

IRA Charitable Rollover is Now Permanent

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.

More detail on retirement plans.
Frequently asked questions on retirement plans.
Contact us so we can assist you through every step.

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