Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

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

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

 

Contact Us

Brad Averitt

Associate Vice President of Alumni, Engagement, and Philanthropy

O: 931-221-6373, C: 931-721-6179

averittb@apsu.edu

 

Austin Peay State University
ATTN:
Brad Averitt
P.O. Box 4417
Clarksville, TN 37044  

Federal Tax ID Number: 62-0961836 

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