PLANNED

GIVING

Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.

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 George Mason University Foundation 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 George Mason University Foundation.
  • No federal estate tax on the funds.
  • You make a significant gift for the programs you support at Mason.

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

More Information

Contact Us

Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971
mylegacy@gmu.edu

 

George Mason University Foundation, Inc.
Office of Advancement and Alumni Relations
4400 University Dr., MS 1A3
Fairfax, Virginia 22030
Federal tax ID number: 54-1603842

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