Planned Giving

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Giving from Your 401k or IRA Retirement Plan

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 Fontbonne far into the future.

How It Works

  • Name Fontbonne University as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Fontbonne by contacting your plan administrator.
  • Important! Tell Fontbonne 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.

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Privacy Policy

Overall Policy

Thank you for visiting our website. We’re pleased to share our policy regarding the use of information received here. Privacy is a matter of concern to us. We are committed to protecting your privacy and the security of the information that you may provide to us.

Personal Information

We do not track individual users. Your email address or other personal information is not collected unless you provide it on a form, survey or application. We will not sell or otherwise make available any personally identifiable information to any organization not directly affiliated with us. We will comply with legitimate government or legal requests as necessary to protect our organization or to comply with laws.

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Updates To Privacy Policy

We may update the privacy policy periodically, and we encourage visitors to review them on a regular basis.

Last revised: June 2015

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