Missouri Western State University
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GIFT PLANNING

Western Foundation

Mike Armstrong
Associate Vice President for University Advancement
Missouri Western State University,
MWSU Foundation
Spratt Hall, Room 106
4525 Downs Drive
St. Joseph, MO 64507
816-271-5648
marmstrong4@missouriwestern.edu
foundation@missouriwestern.edu

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Gifts from Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.

Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.

Lifetime Gifts
Gifts from Retirement Plans During Life Thumbnail
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See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
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See Diagram
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