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 Vanderbilt 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 Vanderbilt
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Vanderbilt

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

Contact Us

Vanderbilt University
Office of Gift Planning
PMB 407756
2301 Vanderbilt Place
Nashville, TN 37240-7756

615-343-3113 or
Toll Free 888-758-1999
plannedgiving@vanderbilt.edu

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