Impact our future
through planned giving

  • Touch the lives of others while creating a lasting legacy
  • Find peace of mind through a wide variety of tax benefits
  • Help Golden Gate University achieve its goals for current and future generations
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Gifts of Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Golden Gate University.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Gift of Retirement Assets
Retirement Assets
GGU
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Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Golden Gate University, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Golden Gate University as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Golden Gate University. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about leaving a bequest to Golden Gate University, please call Vice President of Development & Alumni Relations Mary Ellen McGillan at 415-442-6591

Or you can contact us here. We would be happy to assist you. If you have been so generous as to include a bequest to Golden Gate University as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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