Giving from Your 401k or IRA Retirement Plan

Leave family the balance of savings and checking accounts, and donate double-taxed assets like IRAs to us.



You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support La Salle University far into the future.

How It Works

  • Name or designate La Salle University as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to La Salle University by contacting your plan administrator.
  • Important! Tell La Salle University about your gift. Your plan administrator is not obligated to notify us, so if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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Explore More Gift Options

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Tom Mesko, CAP®, Director of Gift and Estate Planning
mesko@lasalle.edu
215.991.3681