Planned Giving

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Mercer 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 Mercer
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Mercer

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

Claude D. Smith, Jr.
Senior Associate Vice President and Director of Planned Giving
478-301-5451
smith_cd@mercer.edu

Federal Tax ID Number: 58-0566167

 

Mercer University
1501 Mercer University Drive
Macon, GA 31207

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