Giving from Your 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
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.
Next
- More detail on retirement plans.
- Frequently asked questions on retirement plans.
- Contact us so we can assist you through every step.
Planned Giving

SHSU Main Campus
1806 Avenue J
Huntsville, TX 77340
(936) 294-1111
(866) BEARKAT
The Woodlands Center
3380 College Park Drive
The Woodlands, TX 77384
(936) 202-5000
University Park
20515 SH 249
Houston, TX 77070
(281) 290-2900