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Office of Development and Alumni Relations > Support > Gift Planning > How to Give > Gifts of Retirement-Plan Benefits

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Gifts of Retirement-Plan Benefits

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
Click to See Diagram
Estate Gifts
Gifts from Retirement Plans at Death Thumbnail
Click to See Diagram
“IRA Rollover” Gifts (QCD)
IRA Rollover Gifts (QCD) Thumbnail
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Office of Development and Alumni Relations

800 W. Campbell Road, SPN 10
Richardson, TX 75080

972-883-2295
development@utdallas.edu