Gifts of Retirement Assets
Gift Planning

Estimates are that taxes could eat up as much as 70-75% of retirement assets if you pass the funds onto your children or heirs.  However, by designating Seton Hall University as a beneficiary, funds pass to Seton Hall free of taxes. It is possible to set up the beneficiary as the recipient of the entire remaining funds in the account or establish a percentage of funds.  

Please note - the designation of any charity as a beneficiary of retirement fund assets can not be simply written in your will or trust. The charity must be designated as a beneficiary of the retirement plan.

We strongly advise you to consult your tax advisor
concerning the use of qualified retirement funds. We would be glad to make suggestions that could be effective in accomplishing you and your family’s needs and benefit Seton Hall as well.

Contact Us

Office of Gift Planning
(973) 378-9850
Joseph.Guasconi@shu.edu
Ring Building

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