The Right Choice for Your Success
Gifts from Retirement Plans at Death
How It Works
- You name Western Illinois University as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Western Illinois University
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Western Illinois University
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Which Gift Is Right for You?
Contact Us
Amy Crosby
Interim Executive Director
(309) 298-1828
al-crosby@wiu.edu
Foundation and Development
303 Sherman Hall / 1 University Circle
Macomb, IL 61455 USA
Federal Tax ID Number: 37-0910458
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