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GIFTS OF RETIREMENT PLAN ASSETS

When left to heirs other than a surviving spouse, undistributed assets in qualified retirement plans can be subject to both the estate tax and an income tax. As a result, more and more donors choose to designate undistributed assets in qualified retirement plans to a charity, leaving assets subject only to the estate tax to heirs.

Those interested in learning more about the Gift Annuity are advised to speak with their legal/tax advisors and with Institutional Advancement.
 
 

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Institutional Advancement
Hampshire College
893 West Street
Amherst, MA 01002-3359
800.619.4267 (toll free)
413.559.5574 (local)
413.559.6054 (fax)
inst-adv@hampshire.edu
 

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