University Advancement
Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488
(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu
Gifts from Retirement Plans at Death
How It Works
- You name OU as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to OU
- No federal estate tax on the funds
- You make a significant gift for the programs you support at OU
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
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Colette O'Connor |
Oakland University |
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